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
476
$576K 0.02%
+3,571
477
$572K 0.02%
4,870
-1,021
478
$571K 0.02%
7,424
-1,034
479
$569K 0.02%
24,805
-4,386
480
$565K 0.02%
37,935
+4,800
481
$563K 0.02%
357
-38
482
$560K 0.02%
1,680
+433
483
$559K 0.02%
30,026
-23,167
484
$557K 0.02%
21,339
-1,400
485
$553K 0.02%
3,151
+30
486
$550K 0.02%
142,540
+52,000
487
$547K 0.02%
13,174
-3,969
488
$545K 0.02%
+19,847
489
$545K 0.02%
5,437
+291
490
$544K 0.02%
7,942
-853
491
$542K 0.02%
5,817
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492
$541K 0.02%
27,458
-29,492
493
$539K 0.02%
7,577
-387
494
$538K 0.02%
5,628
-1,832
495
$537K 0.02%
2,089
-149
496
$537K 0.02%
+14,955
497
$537K 0.02%
1,806
-202
498
$537K 0.02%
6,087
+1,140
499
$535K 0.02%
37,390
-12,225
500
$535K 0.02%
+16,644
18 19
20
21 22