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
501
$534K 0.02%
1,224
-164
502
$533K 0.02%
76,977
+10,312
503
$532K 0.02%
6,763
+371
504
$530K 0.02%
10,574
-1,088
505
$529K 0.02%
+9,832
506
$528K 0.02%
3,543
+19
507
$528K 0.02%
1,095
-3,051
508
$524K 0.02%
1,784
-2,559
509
$519K 0.02%
1,907
+9
510
$515K 0.02%
+7,112
511
$514K 0.02%
39,212
+10,171
512
$513K 0.02%
6,718
-30
513
$513K 0.02%
4,073
+225
514
$512K 0.02%
2,334
-19
515
$511K 0.02%
11,184
+164
516
$509K 0.02%
48,406
+10,560
517
$507K 0.02%
16,475
-1,956
518
$507K 0.02%
26,386
+11,208
519
$504K 0.02%
12,035
-5,942
520
$504K 0.02%
5,449
+1,441
521
$502K 0.02%
+1,128
522
$502K 0.02%
5,508
+1,368
523
$502K 0.02%
13,129
+420
524
$501K 0.02%
3,438
+31
525
$501K 0.02%
+22,901
19 20
21
22 23