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
676
$261K 0.01%
+1,600
677
$261K 0.01%
5,504
-280
678
$261K 0.01%
30,775
+15,668
679
$260K 0.01%
+172
680
$259K 0.01%
15,657
+5,525
681
$255K 0.01%
+1,354
682
$255K 0.01%
3,594
683
$253K 0.01%
+4,711
684
$253K 0.01%
+2,783
685
$253K 0.01%
2,732
-2,053
686
$253K 0.01%
4,998
-1,094
687
$252K 0.01%
+5,858
688
$252K 0.01%
+17,901
689
$249K 0.01%
7,818
-198
690
$249K 0.01%
3,827
-113
691
$249K 0.01%
1,218
692
$248K 0.01%
9,821
-2,913
693
$248K 0.01%
10,443
-18,189
694
$248K 0.01%
+77,132
695
$247K 0.01%
39,624
+26,487
696
$247K 0.01%
+630
697
$246K 0.01%
3,600
-500
698
$243K 0.01%
+8,895
699
$242K 0.01%
1,835
-21
700
$240K 0.01%
+4,146
26 27
28
29 30