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
351
$995K 0.03%
12,338
-4,460
352
$987K 0.03%
6,561
-9
353
$984K 0.03%
17,757
-513
354
$981K 0.03%
15,631
-227
355
$979K 0.03%
22,764
-692
356
$971K 0.03%
9,015
+2,129
357
$970K 0.03%
32,783
+7,518
358
$962K 0.03%
12,222
-1,277
359
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155,939
-10,404
360
$958K 0.03%
58,425
+23,718
361
$940K 0.03%
107,258
-4,760
362
$939K 0.03%
6,192
+518
363
$926K 0.03%
3,417
-63
364
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29,245
-1,112
365
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6,361
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366
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367
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15,743
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368
$916K 0.03%
35,493
+5,315
369
$899K 0.03%
28,896
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370
$895K 0.03%
33,064
-1,616
371
$895K 0.03%
69,027
+9,162
372
$894K 0.03%
18,535
-510
373
$893K 0.03%
6,153
-72
374
$893K 0.03%
4,889
-145
375
$880K 0.03%
7,832
-1,177
13 14
15
16 17