RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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 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
676
– –
-17,485
677
– –
-8,686
678
– –
-3,140
679
– –
-3,931
680
– –
-10,969
681
– –
-5,615
682
– –
-3,146
683
– –
-10,673
684
– –
-7,334
685
– –
-59,772
686
– –
-4,980
687
– –
-8,281
688
– –
-859
689
– –
-14,541
690
– –
-929
691
– –
-8,665
692
– –
-10,363
693
– –
-1,804
694
– –
-4,098
695
– –
-1,558
696
– –
-27,464
697
– –
-27,644
698
– –
-5,759
699
– –
-1,424
700
– –
-4,065
25 26 27
28
29