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
201
$1.96M 0.07%
164,251
+2,983
202
$1.95M 0.07%
751,354
+406,646
203
$1.93M 0.07%
4,162
+406
204
$1.92M 0.07%
8,413
+1,402
205
$1.91M 0.07%
7,383
+2,174
206
$1.9M 0.07%
210,951
+13,948
207
$1.9M 0.07%
5,483
+657
208
$1.9M 0.07%
14,817
209
$1.88M 0.07%
6,023
+299
210
$1.88M 0.06%
154,141
+6,334
211
$1.86M 0.06%
209,517
+28,136
212
$1.85M 0.06%
36,873
+9,543
213
$1.85M 0.06%
83,890
+1,690
214
$1.83M 0.06%
8,902
+588
215
$1.83M 0.06%
11,060
-872
216
$1.83M 0.06%
351,708
-45,941
217
$1.82M 0.06%
2,391
+151
218
$1.79M 0.06%
189,012
+26,137
219
$1.78M 0.06%
20,590
-664
220
$1.77M 0.06%
18,626
-3,709
221
$1.75M 0.06%
18,127
+171
222
$1.75M 0.06%
22,704
-9,073
223
$1.74M 0.06%
10,986
+4,620
224
$1.73M 0.06%
5,454
-269
225
$1.72M 0.06%
16,970
+440
7 8
9
10 11