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
126
$3.16M 0.11%
32,490
+619
127
$3.15M 0.11%
15,952
-1,479
128
$3.12M 0.11%
33,086
+1,088
129
$3.09M 0.11%
27,975
+3,202
130
$3.08M 0.11%
848
+35
131
$3.07M 0.11%
17,516
-2,555
132
$3.04M 0.1%
30,129
+11,684
133
$3.02M 0.1%
24,567
+321
134
$2.98M 0.1%
8,567
+521
135
$2.96M 0.1%
51,382
+14,197
136
$2.95M 0.1%
24,109
+754
137
$2.94M 0.1%
10,390
+68
138
$2.91M 0.1%
13,271
-27
139
$2.83M 0.1%
71,812
+16,917
140
$2.82M 0.1%
136,331
+49,118
141
$2.82M 0.1%
16,646
+499
142
$2.8M 0.1%
53,860
+8,814
143
$2.8M 0.1%
37,230
+795
144
$2.79M 0.1%
6,717
-537
145
$2.78M 0.1%
78,380
+15,607
146
$2.76M 0.1%
55,360
-73,415
147
$2.7M 0.09%
46,535
+1,400
148
$2.67M 0.09%
7,999
-13
149
$2.66M 0.09%
6,246
+276
150
$2.65M 0.09%
6,340
+432
4 5
6
7 8