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
$2.22B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
715
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.56M
3
+$6.01M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.84M
5
SHV icon
iShares Short Treasury Bond ETF
SHV
+$5.24M

Top Sells

1
+$5.44M
2
+$2.78M
3
+$2.4M
4
LMT icon
Lockheed Martin
LMT
+$2.17M
5
PEP icon
PepsiCo
PEP
+$1.76M

Sector Composition

1 Technology 11.59%
2 Financials 6.41%
3 Healthcare 4.99%
4 Industrials 4.9%
5 Consumer Discretionary 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$360K 0.02%
+4,084
502
$359K 0.02%
23,255
503
$356K 0.02%
15,354
-2,440
504
$355K 0.02%
2,956
-5,838
505
$352K 0.02%
+13,185
506
$352K 0.02%
5,343
+245
507
$351K 0.02%
2,441
+242
508
$350K 0.02%
3,091
+465
509
$349K 0.02%
4,604
-696
510
$349K 0.02%
442
-64
511
$346K 0.02%
3,510
-85
512
$343K 0.02%
2,974
+364
513
$343K 0.02%
21,366
-7,696
514
$342K 0.02%
23,351
+2,136
515
$339K 0.02%
108,615
516
$335K 0.02%
53,624
-4,949
517
$332K 0.01%
51,913
+26,484
518
$330K 0.01%
4,069
-2,930
519
$329K 0.01%
1,978
-942
520
$328K 0.01%
16,214
+4,439
521
$326K 0.01%
58,908
+15,403
522
$326K 0.01%
4,389
+563
523
$324K 0.01%
15,268
-17,570
524
$324K 0.01%
34,262
+16,438
525
$321K 0.01%
8,082
-3,681
19 20
21
22 23