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
401
$818K 0.03%
4,163
-804
402
$818K 0.03%
20,821
-26
403
$818K 0.03%
3,315
-665
404
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16,814
-362
405
$814K 0.03%
11,827
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406
$812K 0.03%
14,270
-4,979
407
$812K 0.03%
42,939
+9,802
408
$809K 0.03%
1,404
-183
409
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3,280
-425
410
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10,191
+15
411
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51,857
+30,651
412
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15,587
-1,658
413
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32,160
-3,210
414
$783K 0.03%
1,859
+74
415
$777K 0.03%
5,325
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416
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417
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31,740
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418
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22,730
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419
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11,590
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420
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15,370
+2,318
421
$756K 0.03%
55,331
+396
422
$755K 0.02%
12,984
-62
423
$751K 0.02%
1,758
-36
424
$750K 0.02%
10,661
+6,425
425
$741K 0.02%
75,592
-24,311
15 16
17
18 19