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
714
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 Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$5.24M

Top Sells

1
+$5.44M
2
+$2.78M
3
+$2.41M
4
ABB
ABB Ltd
ABB
+$2.4M
5
LMT icon
Lockheed Martin
LMT
+$2.17M

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
576
$260K 0.01%
2,368
-139
577
$259K 0.01%
1,732
-49
578
$255K 0.01%
68,715
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$253K 0.01%
7,400
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580
$252K 0.01%
6,866
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581
$249K 0.01%
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582
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583
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-331
584
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585
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586
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587
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588
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589
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3,640
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14,158
-2,754
591
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592
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594
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595
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18,735
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596
$232K 0.01%
3,473
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597
$231K 0.01%
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598
$229K 0.01%
3,366
-185
599
$229K 0.01%
3,366
600
$227K 0.01%
+2,513
22 23
24
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