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
426
$740K 0.02%
19,642
-6,800
427
$739K 0.02%
14,903
-1,102
428
$726K 0.02%
9,779
+5,495
429
$725K 0.02%
5,812
-1,029
430
$719K 0.02%
183,923
-36,412
431
$715K 0.02%
28,282
-6,465
432
$709K 0.02%
4,608
-118
433
$706K 0.02%
41,088
+11,561
434
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36,901
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435
$701K 0.02%
14,919
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436
$696K 0.02%
3,200
-593
437
$693K 0.02%
9,739
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438
$689K 0.02%
5,036
-27
439
$685K 0.02%
3,725
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440
$684K 0.02%
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441
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442
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8,826
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32,286
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444
$670K 0.02%
4,241
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$668K 0.02%
7,628
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446
$663K 0.02%
5,213
-25
447
$661K 0.02%
7,072
-3,889
448
$652K 0.02%
620
+54
449
$651K 0.02%
44,999
-2,910
450
$649K 0.02%
13,500
-2,857
16 17
18
19 20