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
651
$287K 0.01%
1,120
+89
652
$285K 0.01%
+4,236
653
$284K 0.01%
6,826
+67
654
$283K 0.01%
+4,284
655
$282K 0.01%
24,560
+9,780
656
$282K 0.01%
12,235
-2,295
657
$281K 0.01%
2,133
-226
658
$281K 0.01%
+5,538
659
$278K 0.01%
5,087
+12
660
$273K 0.01%
699
+266
661
$272K 0.01%
+5,686
662
$271K 0.01%
54,116
-4,233
663
$268K 0.01%
1,557
-7
664
$266K 0.01%
+12,473
665
$266K 0.01%
3,977
-873
666
$266K 0.01%
2,162
667
$266K 0.01%
1,097
-609
668
$265K 0.01%
16,199
-3,857
669
$265K 0.01%
9,438
670
$265K 0.01%
+6,080
671
$264K 0.01%
7,515
-7
672
$264K 0.01%
29,588
-5,801
673
$264K 0.01%
16,689
-381
674
$263K 0.01%
2,749
+96
675
$262K 0.01%
1,363
-191
25 26
27
28 29