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
201
$1.42M 0.06%
22,110
+1,950
202
$1.41M 0.06%
57,908
-7,503
203
$1.37M 0.06%
21,054
+1,667
204
$1.37M 0.06%
6,029
+125
205
$1.36M 0.06%
2,613
-927
206
$1.36M 0.06%
5,122
+221
207
$1.35M 0.06%
28,656
+4,122
208
$1.35M 0.06%
21,055
-3,083
209
$1.34M 0.06%
38,952
-1,736
210
$1.33M 0.06%
4,318
+110
211
$1.33M 0.06%
34,378
-3,169
212
$1.31M 0.06%
16,631
+683
213
$1.3M 0.06%
6,926
+519
214
$1.28M 0.06%
54,452
-7,718
215
$1.27M 0.06%
+63,007
216
$1.27M 0.06%
2,767
+24
217
$1.24M 0.06%
42,196
+340
218
$1.23M 0.06%
48,457
-11,467
219
$1.22M 0.05%
6,810
+502
220
$1.22M 0.05%
21,182
+797
221
$1.21M 0.05%
6,964
-18
222
$1.21M 0.05%
27,210
-25,614
223
$1.21M 0.05%
23,222
+1
224
$1.21M 0.05%
14,263
+116
225
$1.21M 0.05%
4,918
+39
7 8
9
10 11