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
751
$170K 0.01%
22,181
-1,858
752
$165K 0.01%
16,574
+4,190
753
$158K 0.01%
85,442
+28,009
754
$157K 0.01%
82,167
+39,317
755
$153K 0.01%
13,793
+1,871
756
$152K 0.01%
+21,760
757
$149K 0.01%
+13,396
758
$146K 0.01%
+10,300
759
$146K 0.01%
10,408
-86
760
$143K ﹤0.01%
15,397
-4,362
761
$134K ﹤0.01%
18,620
+2,499
762
$132K ﹤0.01%
47,781
-36,835
763
$131K ﹤0.01%
21,655
-3,372
764
$126K ﹤0.01%
28,654
+6,600
765
$126K ﹤0.01%
12,219
-184
766
$122K ﹤0.01%
22,843
-23,361
767
$111K ﹤0.01%
+15,378
768
$109K ﹤0.01%
19,828
-2,287
769
$103K ﹤0.01%
19,365
-6,845
770
$102K ﹤0.01%
20,317
+478
771
$101K ﹤0.01%
14,718
+2,038
772
$86.4K ﹤0.01%
14,065
-1,649
773
$83.2K ﹤0.01%
10,794
-193
774
$80.6K ﹤0.01%
+12,396
775
$79.9K ﹤0.01%
14,996
-8,587
29 30
31
32 33