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
551
$427K 0.01%
23,675
+1,603
552
$427K 0.01%
37,846
+18,402
553
$427K 0.01%
13,352
-6,196
554
$426K 0.01%
32,269
+12,966
555
$425K 0.01%
1,467
-730
556
$425K 0.01%
54,409
+1,409
557
$422K 0.01%
4,754
-18,704
558
$416K 0.01%
+1,576
559
$414K 0.01%
14,629
+4,339
560
$411K 0.01%
32,989
-705
561
$409K 0.01%
11,766
-18,310
562
$406K 0.01%
1,204
563
$403K 0.01%
3,298
-672
564
$402K 0.01%
5,062
+2,400
565
$400K 0.01%
6,469
-4
566
$398K 0.01%
25,382
-39
567
$397K 0.01%
7,441
-4,148
568
$397K 0.01%
2,433
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569
$396K 0.01%
+3,162
570
$395K 0.01%
+4,669
571
$394K 0.01%
20,659
+4,633
572
$393K 0.01%
17,225
+1,500
573
$392K 0.01%
15,750
+1,375
574
$392K 0.01%
2,314
+37
575
$391K 0.01%
4,140
+286
21 22
23
24 25