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
776
$76.9K ﹤0.01%
22,541
-12,897
777
$73.7K ﹤0.01%
20,521
-6,736
778
$71.4K ﹤0.01%
+14,627
779
$63.2K ﹤0.01%
10,000
780
$61.6K ﹤0.01%
15,478
+2,926
781
$60.1K ﹤0.01%
23,038
782
$57.6K ﹤0.01%
25,365
-6,154
783
$55.3K ﹤0.01%
11,740
-30,321
784
$54.7K ﹤0.01%
10,815
785
$53.6K ﹤0.01%
40,000
786
$30.7K ﹤0.01%
354
-441
787
$27.8K ﹤0.01%
16,972
-13,293
788
– –
-13,763
789
– –
-1,055
790
– –
-9,478
791
– –
-3,206
792
– –
-2,282
793
– –
-1,267
794
– –
-1,413
795
– –
-8,990
796
– –
-6,434
797
– –
-17,696
798
– –
-10,014
799
– –
-12,575
800
– –
-10,656
30 31
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