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
376
$877K 0.03%
4,513
+102
377
$873K 0.03%
+12,589
378
$867K 0.03%
11,177
+2,021
379
$865K 0.03%
12,786
-273
380
$864K 0.03%
17,664
+4,340
381
$860K 0.03%
8,294
-606
382
$857K 0.03%
2,730
+1,154
383
$855K 0.03%
21,360
-4,659
384
$852K 0.03%
4,864
+3,331
385
$851K 0.03%
1,651
-92
386
$849K 0.03%
17,988
-5,071
387
$848K 0.03%
7,240
+979
388
$848K 0.03%
7,824
+4,285
389
$848K 0.03%
30,614
+242
390
$844K 0.03%
11,198
-3,587
391
$842K 0.03%
8,175
-404
392
$837K 0.03%
+7,297
393
$836K 0.03%
4,962
+130
394
$836K 0.03%
8,631
+4,313
395
$830K 0.03%
103,341
+4,846
396
$829K 0.03%
2,164
+136
397
$828K 0.03%
4,202
+1,409
398
$826K 0.03%
2,959
-76
399
$823K 0.03%
100,237
-45,197
400
$821K 0.03%
15,484
-5,046
14 15
16
17 18