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
101
$2.74M 0.12%
59,419
+10,379
102
$2.66M 0.12%
18,374
-2,607
103
$2.63M 0.12%
23,058
-828
104
$2.62M 0.12%
31,483
-384
105
$2.61M 0.12%
1,046
-95
106
$2.6M 0.12%
338,835
+20,026
107
$2.59M 0.12%
36,215
+3,107
108
$2.57M 0.12%
7,747
-426
109
$2.52M 0.11%
23,863
+866
110
$2.49M 0.11%
39,030
+2,775
111
$2.46M 0.11%
13,320
-2,748
112
$2.43M 0.11%
32,813
+2,089
113
$2.37M 0.11%
28,354
+19,233
114
$2.37M 0.11%
39,230
+964
115
$2.37M 0.11%
51,451
+650
116
$2.36M 0.11%
46,085
-576
117
$2.33M 0.1%
168,387
+75,345
118
$2.33M 0.1%
48,774
+9,899
119
$2.31M 0.1%
5,162
+878
120
$2.25M 0.1%
52,740
+18,153
121
$2.24M 0.1%
23,416
-9,902
122
$2.23M 0.1%
4,595
+1,501
123
$2.23M 0.1%
19,110
-8,100
124
$2.22M 0.1%
5,528
+246
125
$2.21M 0.1%
75,436
+3,601
3 4
5
6 7