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
326
$1.12M 0.04%
12,254
-2,433
327
$1.12M 0.04%
52,867
+679
328
$1.12M 0.04%
17,665
+6,510
329
$1.11M 0.04%
14,995
-582
330
$1.11M 0.04%
8,790
-1,669
331
$1.11M 0.04%
+120,635
332
$1.09M 0.04%
5,919
+257
333
$1.09M 0.04%
5,980
-1,105
334
$1.08M 0.04%
16,528
-3,956
335
$1.08M 0.04%
200,990
+78,509
336
$1.08M 0.04%
4,719
+29
337
$1.07M 0.04%
167,735
-43,216
338
$1.07M 0.04%
2,376
-262
339
$1.06M 0.03%
2,405
+159
340
$1.05M 0.03%
1,620
-27
341
$1.05M 0.03%
8,289
+1,404
342
$1.04M 0.03%
4,320
-1,182
343
$1.03M 0.03%
4,068
-12
344
$1.03M 0.03%
3,445
-337
345
$1.03M 0.03%
25,231
-522
346
$1.02M 0.03%
4,218
+1,026
347
$1.01M 0.03%
159,710
+25,869
348
$1.01M 0.03%
31,642
-5,829
349
$1.01M 0.03%
12,042
-72
350
$998K 0.03%
5,867
-149
12 13
14
15 16