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
151
$2.63M 0.09%
33,595
-1,491
152
$2.61M 0.09%
86,450
+1,156
153
$2.6M 0.09%
10,699
+414
154
$2.59M 0.09%
21,968
-824
155
$2.58M 0.09%
33,009
-4,753
156
$2.52M 0.09%
22,821
+2,997
157
$2.48M 0.09%
4,273
+365
158
$2.48M 0.09%
51,549
+42,736
159
$2.44M 0.08%
3,752
+500
160
$2.44M 0.08%
46,395
-5,056
161
$2.43M 0.08%
14,039
+452
162
$2.41M 0.08%
6,588
-948
163
$2.41M 0.08%
11,690
+323
164
$2.39M 0.08%
17,862
-1,521
165
$2.38M 0.08%
20,614
+586
166
$2.36M 0.08%
23,380
+1,330
167
$2.34M 0.08%
4,503
+64
168
$2.32M 0.08%
4,146
+1
169
$2.32M 0.08%
13,920
+381
170
$2.31M 0.08%
27,260
+3,000
171
$2.3M 0.08%
52,006
+527
172
$2.29M 0.08%
27,567
+3,657
173
$2.28M 0.08%
+77,935
174
$2.28M 0.08%
33,833
-1,827
175
$2.28M 0.08%
5,003
-2,751
5 6
7
8 9