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
601
$226K 0.01%
1,352
-266
602
$225K 0.01%
+10,000
603
$224K 0.01%
+9,150
604
$224K 0.01%
2,657
-534
605
$224K 0.01%
+1,808
606
$223K 0.01%
1,452
-91
607
$223K 0.01%
36,851
-3,584
608
$222K 0.01%
7,540
609
$219K 0.01%
9,420
-125
610
$217K 0.01%
+8,710
611
$217K 0.01%
1,707
+20
612
$215K 0.01%
18,522
-2,954
613
$212K 0.01%
+37,208
614
$211K 0.01%
+6,250
615
$210K 0.01%
+1,816
616
$209K 0.01%
+8,826
617
$209K 0.01%
+1,716
618
$207K 0.01%
+2,665
619
$203K 0.01%
1,670
+145
620
$202K 0.01%
+5,814
621
$199K 0.01%
+17,056
622
$197K 0.01%
+22,242
623
$195K 0.01%
21,351
+8,015
624
$193K 0.01%
+22,308
625
$186K 0.01%
+11,813
23 24
25
26 27