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
501
$547K 0.02%
+33,137
502
$546K 0.02%
9,283
-7,106
503
$545K 0.02%
566
+69
504
$543K 0.02%
10,704
+992
505
$539K 0.02%
2,465
+135
506
$537K 0.02%
3,121
+163
507
$536K 0.02%
2,868
-150
508
$535K 0.02%
5,516
+139
509
$529K 0.02%
2,353
-10
510
$529K 0.02%
34,707
+21,436
511
$528K 0.02%
99,407
-12,483
512
$527K 0.02%
33,135
+8,674
513
$526K 0.02%
4,680
-730
514
$525K 0.02%
3,216
-173
515
$524K 0.02%
14,592
-383
516
$523K 0.02%
1,643
-753
517
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5,646
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518
$520K 0.02%
4,644
-207
519
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+4,947
520
$517K 0.02%
3,092
-204
521
$514K 0.02%
6,748
-43
522
$513K 0.02%
75,501
-18,516
523
$510K 0.02%
2,793
-15
524
$509K 0.02%
13,251
-5,695
525
$504K 0.02%
2,901
-1
19 20
21
22 23