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
$3.03B
AUM Growth
+$131M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
881
New
Increased
Reduced
Closed

Top Buys

1
+$9.46M
2
+$6.14M
3
+$5.47M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$5.22M
5
MSFT icon
Microsoft
MSFT
+$3.37M

Top Sells

1
+$2.61M
2
+$2.3M
3
+$1.97M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.81M
5
MSCI icon
MSCI
MSCI
+$1.47M

Sector Composition

1 Technology 13.21%
2 Financials 7.37%
3 Healthcare 5.01%
4 Consumer Discretionary 4.85%
5 Industrials 4.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.77M 0.06%
10,033
+753
227
$1.76M 0.06%
16,142
-1,720
228
$1.75M 0.06%
34,222
-4,381
229
$1.74M 0.06%
13,289
+60
230
$1.74M 0.06%
193,967
+13,042
231
$1.72M 0.06%
3,875
+148
232
$1.68M 0.06%
9,734
-731
233
$1.68M 0.06%
8,474
+216
234
$1.67M 0.06%
23,026
+322
235
$1.67M 0.06%
7,675
+1,761
236
$1.67M 0.06%
19,897
-693
237
$1.66M 0.05%
92,459
+10,129
238
$1.65M 0.05%
355,625
+209,348
239
$1.64M 0.05%
4,834
-784
240
$1.64M 0.05%
18,304
+177
241
$1.61M 0.05%
6,425
+191
242
$1.59M 0.05%
10,005
-1,055
243
$1.59M 0.05%
122,443
-5,030
244
$1.59M 0.05%
5,913
+914
245
$1.58M 0.05%
189,623
+34,148
246
$1.57M 0.05%
19,170
-4,210
247
$1.56M 0.05%
5,446
-887
248
$1.55M 0.05%
4,017
+483
249
$1.54M 0.05%
11,143
+354
250
$1.52M 0.05%
16,224
-1,777
8 9
10
11 12