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
251
$1.51M 0.05%
5,468
+134
252
$1.51M 0.05%
69,932
+2,276
253
$1.5M 0.05%
8,852
-1,558
254
$1.49M 0.05%
24,925
-123
255
$1.48M 0.05%
23,353
-195
256
$1.47M 0.05%
1,863
-31
257
$1.45M 0.05%
10,368
+4,225
258
$1.43M 0.05%
25,045
-618
259
$1.43M 0.05%
6,895
+92
260
$1.42M 0.05%
28,566
+802
261
$1.42M 0.05%
67,632
+150
262
$1.42M 0.05%
45,070
+1,174
263
$1.42M 0.05%
91,396
+3,800
264
$1.42M 0.05%
7,274
-250
265
$1.4M 0.05%
16,790
+6,286
266
$1.4M 0.05%
5,197
+127
267
$1.39M 0.05%
38,985
+7,490
268
$1.39M 0.05%
13,433
-3,330
269
$1.37M 0.05%
19,305
+9,640
270
$1.37M 0.05%
17,985
-1,454
271
$1.36M 0.05%
18,840
+5,770
272
$1.36M 0.04%
7,010
-185
273
$1.36M 0.04%
17,462
-6,603
274
$1.36M 0.04%
9,783
+371
275
$1.35M 0.04%
144,390
+3,427
9 10
11
12 13