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
51
$7.38M 0.25%
+173,551
52
$7.38M 0.25%
90,193
-7,017
53
$7.14M 0.25%
39,188
+2,817
54
$6.76M 0.23%
65,586
+1,333
55
$6.62M 0.23%
6,826
+1,856
56
$6.48M 0.22%
49,124
+636
57
$6.34M 0.22%
146,408
+22,842
58
$6.31M 0.22%
166,419
+10,106
59
$6.27M 0.22%
30,569
-527
60
$6.22M 0.21%
148,273
+28,156
61
$5.99M 0.21%
37,858
+5,500
62
$5.97M 0.21%
160,317
+18,535
63
$5.69M 0.2%
43,729
+1,673
64
$5.69M 0.2%
130,362
+4,292
65
$5.56M 0.19%
22,628
+564
66
$5.53M 0.19%
49,390
-2,684
67
$5.43M 0.19%
30,912
-1,671
68
$5.31M 0.18%
448,651
+10,614
69
$5.27M 0.18%
82,711
+5,965
70
$5.18M 0.18%
21,597
+10,852
71
$5.15M 0.18%
46,633
-387,432
72
$4.99M 0.17%
162,421
+9,782
73
$4.94M 0.17%
19,616
+7,232
74
$4.86M 0.17%
14,132
+1,707
75
$4.84M 0.17%
58,345
-374
1 2
3
4 5