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
626
$184K 0.01%
41,876
+17,999
627
$182K 0.01%
13,726
-7,975
628
$173K 0.01%
21,283
+8,293
629
$171K 0.01%
+12,370
630
$170K 0.01%
17,780
+6,248
631
$170K 0.01%
23,390
-2,221
632
$169K 0.01%
19,731
-7,061
633
$168K 0.01%
+48,139
634
$162K 0.01%
+11,847
635
$161K 0.01%
+10,652
636
$161K 0.01%
20,364
-18,025
637
$161K 0.01%
16,261
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638
$159K 0.01%
13,525
-8,859
639
$155K 0.01%
16,584
-2,027
640
$155K 0.01%
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641
$154K 0.01%
65,386
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642
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22,737
-6,978
643
$149K 0.01%
12,235
-3,998
644
$145K 0.01%
14,847
-198
645
$145K 0.01%
+19,355
646
$134K 0.01%
25,061
-12,525
647
$119K 0.01%
25,764
-13,787
648
$116K 0.01%
12,053
-584
649
$110K 0.01%
26,892
+5,173
650
$110K 0.01%
+13,994
24 25
26
27 28