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
176
$1.63M 0.07%
44,452
-5,982
177
$1.61M 0.07%
8,953
-1,075
178
$1.61M 0.07%
3,952
+230
179
$1.6M 0.07%
118,863
-7,700
180
$1.58M 0.07%
5,176
+753
181
$1.58M 0.07%
441,930
-89,643
182
$1.56M 0.07%
71,943
+457
183
$1.55M 0.07%
18,545
+4,753
184
$1.52M 0.07%
3,430
+404
185
$1.52M 0.07%
23,214
+13,241
186
$1.51M 0.07%
15,345
-5,244
187
$1.51M 0.07%
5,554
+746
188
$1.5M 0.07%
9,318
+315
189
$1.49M 0.07%
81,945
-4,900
190
$1.49M 0.07%
88,803
+746
191
$1.49M 0.07%
26,699
+34
192
$1.49M 0.07%
551
+160
193
$1.49M 0.07%
7,041
+37
194
$1.49M 0.07%
10,281
-355
195
$1.48M 0.07%
74,697
+31,371
196
$1.48M 0.07%
17,169
+12,657
197
$1.47M 0.07%
5,239
+824
198
$1.47M 0.07%
146,936
+73,226
199
$1.46M 0.07%
20,321
+1,682
200
$1.43M 0.06%
58,268
-6,877
6 7
8
9 10