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
76
$3.68M 0.17%
121,536
+12,936
77
$3.64M 0.16%
76,802
-21,817
78
$3.63M 0.16%
89,241
-1,358
79
$3.63M 0.16%
60,244
-1,040
80
$3.62M 0.16%
126,101
+57,261
81
$3.6M 0.16%
16,393
+9,962
82
$3.59M 0.16%
21,680
+1,834
83
$3.56M 0.16%
32,673
+5,564
84
$3.48M 0.16%
28,000
-8
85
$3.41M 0.15%
13,648
+448
86
$3.39M 0.15%
34,923
-5,857
87
$3.35M 0.15%
98,199
+1,164
88
$3.35M 0.15%
33,859
-1,150
89
$3.3M 0.15%
19,161
-2,384
90
$3.29M 0.15%
18,950
+702
91
$3.15M 0.14%
22,827
+1,547
92
$3.12M 0.14%
88,401
+595
93
$3.02M 0.14%
45,468
+922
94
$2.97M 0.13%
24,516
-1,412
95
$2.85M 0.13%
76,619
+48,339
96
$2.79M 0.13%
165,833
+58,654
97
$2.78M 0.13%
12,524
-12,509
98
$2.78M 0.13%
454,067
-73,645
99
$2.76M 0.12%
32,305
+3,387
100
$2.75M 0.12%
7,965
-772
2 3
4
5 6