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
26
$18.3M 0.6%
592,438
+1,697
27
$17M 0.56%
343,683
-8,563
28
$15.6M 0.52%
109,551
+744
29
$15.6M 0.51%
30,857
+1,512
30
$15.5M 0.51%
58,905
-1,056
31
$14.8M 0.49%
36,484
+874
32
$14.8M 0.49%
17,457
+446
33
$14.6M 0.48%
72,295
+374
34
$12.8M 0.42%
189,719
+2,839
35
$12.8M 0.42%
77,350
+2,880
36
$12.4M 0.41%
77,520
+2,820
37
$11.8M 0.39%
67,654
+2,070
38
$11.7M 0.39%
83,112
-1,285
39
$11.2M 0.37%
119,161
+8,446
40
$10.1M 0.33%
95,056
+1,015
41
$10.1M 0.33%
18,151
-244
42
$8.3M 0.27%
14,218
-140
43
$8.3M 0.27%
5,573
-437
44
$8.1M 0.27%
55,420
+17,562
45
$7.75M 0.26%
21,237
+78
46
$7.57M 0.25%
190,268
+23,849
47
$7.54M 0.25%
65,487
-190
48
$7.53M 0.25%
17,058
-309
49
$7.28M 0.24%
21,137
-3,892
50
$7.27M 0.24%
89,072
-1,121
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