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
715
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 Short Treasury Bond ETF
SHV
+$5.24M

Top Sells

1
+$5.44M
2
+$2.78M
3
+$2.4M
4
LMT icon
Lockheed Martin
LMT
+$2.17M
5
PEP icon
PepsiCo
PEP
+$1.76M

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
51
$5.67M 0.26%
7,004
-70
52
$5.53M 0.25%
31,828
-100
53
$5.36M 0.24%
53,158
-606
54
$5.32M 0.24%
39,141
+5,217
55
$5.3M 0.24%
43,244
+496
56
$5.21M 0.23%
17,461
-1,495
57
$5.16M 0.23%
80,883
+21,554
58
$5.16M 0.23%
59,480
-11,340
59
$4.93M 0.22%
52,107
+28,982
60
$4.92M 0.22%
10,679
-4,715
61
$4.91M 0.22%
63,772
-1,713
62
$4.66M 0.21%
34,557
-7,612
63
$4.61M 0.21%
84,734
+1,508
64
$4.52M 0.2%
58,542
-5,385
65
$4.32M 0.19%
27,480
+592
66
$4.3M 0.19%
20,996
-4,206
67
$4.28M 0.19%
5,903
+1,038
68
$4.25M 0.19%
58,326
+185
69
$4.22M 0.19%
18,706
+9,721
70
$4.12M 0.19%
94,296
-10,996
71
$3.97M 0.18%
55,156
+10,855
72
$3.96M 0.18%
21,431
+959
73
$3.86M 0.17%
92,886
+12,836
74
$3.84M 0.17%
114,986
-15,662
75
$3.82M 0.17%
49,553
+1,176
1 2
3
4 5