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
726
$218K 0.01%
+3,337
727
$218K 0.01%
+3,643
728
$217K 0.01%
3,301
-2,225
729
$216K 0.01%
6,023
-4,455
730
$215K 0.01%
+3,700
731
$215K 0.01%
48,139
732
$214K 0.01%
734
+32
733
$213K 0.01%
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-484
734
$211K 0.01%
7,917
-521
735
$207K 0.01%
17,602
-7,903
736
$207K 0.01%
1,091
-379
737
$206K 0.01%
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738
$205K 0.01%
+4,117
739
$204K 0.01%
+3,464
740
$201K 0.01%
19,578
+9,182
741
$201K 0.01%
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742
$200K 0.01%
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743
$200K 0.01%
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744
$198K 0.01%
37,324
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745
$194K 0.01%
+10,335
746
$190K 0.01%
12,023
+525
747
$186K 0.01%
26,615
-2,382
748
$177K 0.01%
+16,060
749
$176K 0.01%
+10,749
750
$171K 0.01%
22,840
-10,014
28 29
30
31 32