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
476
$623K 0.02%
4,662
-221
477
$622K 0.02%
56,899
+31,225
478
$621K 0.02%
27,881
+2,144
479
$618K 0.02%
22,667
+2,441
480
$616K 0.02%
8,500
+1,764
481
$613K 0.02%
9,752
-11,695
482
$610K 0.02%
122,481
+75,105
483
$608K 0.02%
2,238
-176
484
$605K 0.02%
17,502
-62
485
$604K 0.02%
6,597
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486
$601K 0.02%
395
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487
$593K 0.02%
28,567
-640
488
$591K 0.02%
7,964
-110
489
$586K 0.02%
58,951
-1,334
490
$585K 0.02%
8,998
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$585K 0.02%
18,431
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492
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11,662
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493
$580K 0.02%
39,933
+175
494
$577K 0.02%
12,709
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495
$571K 0.02%
11,020
+6,259
496
$563K 0.02%
35,546
+13,076
497
$563K 0.02%
3,524
+310
498
$561K 0.02%
9,015
-459
499
$559K 0.02%
10,192
-1,873
500
$556K 0.02%
3,740
-3,005
18 19
20
21 22