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
276
$1.34M 0.04%
4,410
-1,073
277
$1.33M 0.04%
53,672
-1,181
278
$1.33M 0.04%
2,828
+572
279
$1.33M 0.04%
15,722
+935
280
$1.32M 0.04%
8,723
+780
281
$1.31M 0.04%
55,113
-1,221
282
$1.31M 0.04%
5,410
+746
283
$1.31M 0.04%
4,302
-1,152
284
$1.3M 0.04%
2,192
+44
285
$1.3M 0.04%
6,041
+6
286
$1.3M 0.04%
7,849
+950
287
$1.29M 0.04%
23,496
-3,064
288
$1.29M 0.04%
54,380
-1,440
289
$1.28M 0.04%
17,579
-2,337
290
$1.28M 0.04%
49,363
+20,840
291
$1.27M 0.04%
91,128
+34,229
292
$1.27M 0.04%
119,423
-44,828
293
$1.27M 0.04%
5,602
+895
294
$1.27M 0.04%
167
-3
295
$1.26M 0.04%
19,076
-2,222
296
$1.25M 0.04%
38,856
+11,699
297
$1.25M 0.04%
16,921
+1,592
298
$1.24M 0.04%
15,999
-953
299
$1.24M 0.04%
4,314
-127
300
$1.24M 0.04%
7,714
-352
10 11
12
13 14