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
301
$1.23M 0.04%
49,095
-5,075
302
$1.23M 0.04%
64,292
+2,834
303
$1.23M 0.04%
11,590
+1,090
304
$1.22M 0.04%
2
305
$1.22M 0.04%
43,748
+3,013
306
$1.22M 0.04%
3,976
-670
307
$1.22M 0.04%
2,832
-32
308
$1.21M 0.04%
17,786
+2,506
309
$1.21M 0.04%
11,003
+888
310
$1.21M 0.04%
29,364
+2,808
311
$1.21M 0.04%
79,235
+235
312
$1.21M 0.04%
41,897
+1,201
313
$1.2M 0.04%
18,038
-173
314
$1.2M 0.04%
18,692
+113
315
$1.19M 0.04%
8,618
+246
316
$1.19M 0.04%
38,279
-13,727
317
$1.18M 0.04%
17,748
+1,357
318
$1.18M 0.04%
8,670
+10
319
$1.17M 0.04%
24,813
+7,313
320
$1.17M 0.04%
3,212
+2,008
321
$1.17M 0.04%
5,434
-115
322
$1.15M 0.04%
9,270
+201
323
$1.14M 0.04%
7,854
-534
324
$1.13M 0.04%
6,158
-924
325
$1.13M 0.04%
10,477
-1,745
11 12
13
14 15