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
601
$345K 0.01%
8,417
+1,190
602
$344K 0.01%
1,808
-234
603
$343K 0.01%
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604
$342K 0.01%
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605
$340K 0.01%
4,919
-7,622
606
$340K 0.01%
35,523
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607
$338K 0.01%
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608
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609
$336K 0.01%
8,622
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611
$335K 0.01%
17,692
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612
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613
$333K 0.01%
4,267
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614
$333K 0.01%
2,243
-115
615
$331K 0.01%
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616
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619
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10,441
-8,900
620
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1,278
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621
$316K 0.01%
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622
$314K 0.01%
4,008
-110
623
$313K 0.01%
51,797
624
$313K 0.01%
3,585
-1,910
625
$312K 0.01%
+29,041
23 24
25
26 27