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
101
$3.96M 0.14%
35,816
+301
102
$3.87M 0.13%
104,902
+18,313
103
$3.87M 0.13%
12,849
+2,128
104
$3.84M 0.13%
71,280
-9,700
105
$3.81M 0.13%
60,258
+8,725
106
$3.75M 0.13%
61,349
+3,878
107
$3.7M 0.13%
77,157
-5,925
108
$3.69M 0.13%
29,010
-784
109
$3.68M 0.13%
5,266
+111
110
$3.64M 0.13%
27,665
+5,037
111
$3.64M 0.13%
52,907
+17,526
112
$3.62M 0.13%
21,421
-164
113
$3.62M 0.12%
41,941
+9,071
114
$3.55M 0.12%
21,974
+1,099
115
$3.49M 0.12%
47,497
-1,697
116
$3.48M 0.12%
12,252
+109
117
$3.48M 0.12%
22,073
-2,049
118
$3.48M 0.12%
50,328
+2,246
119
$3.46M 0.12%
24,685
+2,058
120
$3.42M 0.12%
224,874
+2,693
121
$3.41M 0.12%
29,855
+804
122
$3.4M 0.12%
91,793
+744
123
$3.32M 0.11%
77,544
+21,497
124
$3.32M 0.11%
28,637
+9,689
125
$3.17M 0.11%
5,214
+297
3 4
5
6 7