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
176
$2.25M 0.08%
23,120
+1,020
177
$2.24M 0.08%
20,616
-1,927
178
$2.24M 0.08%
12,249
+877
179
$2.21M 0.08%
6,095
+168
180
$2.2M 0.08%
24,065
-458
181
$2.2M 0.08%
200,031
+30,784
182
$2.19M 0.08%
8,756
+98
183
$2.17M 0.08%
54,101
+7,650
184
$2.12M 0.07%
6,333
+150
185
$2.11M 0.07%
4,390
+426
186
$2.11M 0.07%
127,473
+14,321
187
$2.11M 0.07%
36,910
+8,125
188
$2.1M 0.07%
12,324
+423
189
$2.07M 0.07%
38,603
-5,963
190
$2.05M 0.07%
19,229
+4,209
191
$2.03M 0.07%
128,560
+9,382
192
$2.03M 0.07%
20,772
+2,309
193
$2.02M 0.07%
41,141
-22
194
$2.02M 0.07%
22,928
+4,360
195
$2.01M 0.07%
5,618
+333
196
$2.01M 0.07%
23,961
+5,225
197
$2M 0.07%
10,465
+756
198
$2M 0.07%
4,863
-454
199
$1.99M 0.07%
4,007
+33
200
$1.98M 0.07%
15,290
-2,663
6 7
8
9 10