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
714
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 Trust iShares 0-1 Year Treasury Bond ETF
SHV
+$5.24M

Top Sells

1
+$5.44M
2
+$2.78M
3
+$2.41M
4
ABB
ABB Ltd
ABB
+$2.4M
5
LMT icon
Lockheed Martin
LMT
+$2.17M

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
151
$1.86M 0.08%
14,284
+612
152
$1.86M 0.08%
32,137
-139
153
$1.85M 0.08%
11,387
+1,680
154
$1.83M 0.08%
20,894
+326
155
$1.82M 0.08%
18,623
+8,444
156
$1.82M 0.08%
30,578
+1,437
157
$1.82M 0.08%
18,345
-662
158
$1.81M 0.08%
31,946
-416
159
$1.8M 0.08%
33,258
+1,970
160
$1.78M 0.08%
18,689
+1,028
161
$1.78M 0.08%
29,792
+5,557
162
$1.78M 0.08%
22,866
+2,301
163
$1.76M 0.08%
15,620
+200
164
$1.75M 0.08%
18,297
-4,597
165
$1.75M 0.08%
5,426
+459
166
$1.74M 0.08%
16,083
-8,801
167
$1.73M 0.08%
7,040
+303
168
$1.73M 0.08%
43,562
+5,547
169
$1.69M 0.08%
31,379
+1,251
170
$1.69M 0.08%
50,414
+3,027
171
$1.67M 0.08%
26,471
+2,896
172
$1.67M 0.08%
28,909
+165
173
$1.65M 0.07%
109,284
-6,233
174
$1.65M 0.07%
91,575
+1,805
175
$1.64M 0.07%
+15,142
5 6
7
8 9