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
76
$4.78M 0.16%
125,240
+3,756
77
$4.72M 0.16%
24,213
+7,447
78
$4.72M 0.16%
80,515
-762
79
$4.69M 0.16%
70,006
+21,470
80
$4.68M 0.16%
27,228
+104
81
$4.67M 0.16%
23,179
+814
82
$4.65M 0.16%
40,897
+3,851
83
$4.62M 0.16%
185,054
+34,996
84
$4.53M 0.16%
49,302
-746,123
85
$4.49M 0.16%
37,135
+5,115
86
$4.47M 0.15%
49,645
+1,202
87
$4.43M 0.15%
24,567
-461
88
$4.39M 0.15%
59,954
-4,088
89
$4.39M 0.15%
101,281
+6,334
90
$4.37M 0.15%
15,483
+647
91
$4.33M 0.15%
114,881
+18,347
92
$4.32M 0.15%
17,315
+1,012
93
$4.28M 0.15%
16,795
+423
94
$4.26M 0.15%
94,693
+2,340
95
$4.22M 0.15%
100,925
+8,199
96
$4.15M 0.14%
59,233
+750
97
$4.1M 0.14%
33,959
+4,754
98
$4.02M 0.14%
1,277
-13
99
$3.98M 0.14%
58,757
+19,710
100
$3.97M 0.14%
18,607
+508
2 3
4
5 6