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
451
$644K 0.02%
42,138
+6,592
452
$642K 0.02%
2,769
453
$634K 0.02%
6,552
-45
454
$631K 0.02%
13,716
-5,410
455
$622K 0.02%
+7,474
456
$620K 0.02%
368
-26
457
$618K 0.02%
21,930
-737
458
$613K 0.02%
4,756
+1,283
459
$610K 0.02%
+10,366
460
$609K 0.02%
1,581
-21
461
$608K 0.02%
13,673
-1,314
462
$607K 0.02%
28,655
+4,980
463
$607K 0.02%
12,835
-2,476
464
$605K 0.02%
35,610
-32,567
465
$605K 0.02%
8,890
-13,563
466
$596K 0.02%
4,497
-113
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$595K 0.02%
1,559
-84
468
$592K 0.02%
29,809
-7,307
469
$590K 0.02%
4,584
-60
470
$586K 0.02%
20,141
-2,826
471
$585K 0.02%
2,087
-96
472
$585K 0.02%
8,827
-188
473
$583K 0.02%
3,277
+115
474
$577K 0.02%
3,170
+302
475
$576K 0.02%
11,960
-366
17 18
19
20 21