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
126
$2.18M 0.1%
35,379
-1,060
127
$2.13M 0.1%
19,006
+10,092
128
$2.1M 0.09%
18,183
+8,415
129
$2.09M 0.09%
21,306
+876
130
$2.09M 0.09%
102,902
+8,193
131
$2.08M 0.09%
23,317
+282
132
$2.08M 0.09%
21,281
+1,721
133
$2.07M 0.09%
73,622
+26,082
134
$2.06M 0.09%
47,786
-5,701
135
$2.05M 0.09%
9,724
+522
136
$2.05M 0.09%
5,069
+209
137
$2.05M 0.09%
14,977
+964
138
$2.04M 0.09%
35,466
+15,330
139
$2.04M 0.09%
123,451
-1,556
140
$2.03M 0.09%
4,601
+311
141
$2.01M 0.09%
16,851
-609
142
$2M 0.09%
56,160
-5,981
143
$1.99M 0.09%
105,478
+22,534
144
$1.98M 0.09%
19,093
+1,317
145
$1.94M 0.09%
4,135
-316
146
$1.92M 0.09%
62,643
-4,296
147
$1.9M 0.09%
15,081
+10,566
148
$1.89M 0.09%
22,733
-1,709
149
$1.88M 0.08%
22,452
-3,927
150
$1.87M 0.08%
8,497
+91
4 5
6
7 8