RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.14B
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.9B
AUM Growth
+$321M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
833
New
Increased
Reduced
Closed

Top Buys

1
+$73.2M
2
+$43.7M
3
+$24.8M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$11.6M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$10.5M

Top Sells

1
+$68.5M
2
+$42.8M
3
+$23.6M
4
CSCO icon
Cisco
CSCO
+$3.66M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$2.78M

Sector Composition

1 Technology 11.69%
2 Financials 7.43%
3 Healthcare 5.1%
4 Consumer Discretionary 5.09%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.7M 0.61%
352,246
-1,460
27
$16.7M 0.58%
59,961
+837
28
$15.5M 0.53%
101,513
+2,111
29
$15M 0.52%
35,610
+1,507
30
$14.4M 0.5%
71,921
+5,146
31
$14.2M 0.49%
29,345
+504
32
$14M 0.48%
108,807
+24,289
33
$12.5M 0.43%
17,011
+462
34
$12.1M 0.42%
74,470
+2,801
35
$11.2M 0.39%
186,880
+5,455
36
$10.6M 0.37%
84,397
+446
37
$10.5M 0.36%
+110,715
38
$9.9M 0.34%
74,700
+4,750
39
$9.6M 0.33%
25,029
+768
40
$9.28M 0.32%
18,395
-88
41
$9.1M 0.31%
94,041
+22,538
42
$8.92M 0.31%
65,584
+8,291
43
$8.66M 0.3%
41,544
-349
44
$8.36M 0.29%
17,367
+442
45
$7.87M 0.27%
15,911
-955
46
$7.71M 0.27%
14,358
-35
47
$7.63M 0.26%
65,677
+1,876
48
$7.51M 0.26%
6,010
-427
49
$7.43M 0.26%
32,278
+283
50
$7.41M 0.26%
21,159
-157
1
2
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