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
526
$499K 0.02%
3,368
-207
527
$498K 0.02%
14,209
+5,802
528
$497K 0.02%
4,860
+106
529
$496K 0.02%
3,186
-30
530
$494K 0.02%
2,679
-1,140
531
$493K 0.02%
59,258
+11,858
532
$492K 0.02%
3,764
-1,309
533
$489K 0.02%
+10,306
534
$488K 0.02%
115,389
+99,911
535
$488K 0.02%
24,738
+4,079
536
$488K 0.02%
5,200
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537
$486K 0.02%
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538
$485K 0.02%
24,408
+4,623
539
$481K 0.02%
25,717
-4,070
540
$481K 0.02%
+2,511
541
$479K 0.02%
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542
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2,360
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543
$478K 0.02%
13,664
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544
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55,617
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545
$475K 0.02%
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546
$474K 0.02%
2,449
-16
547
$468K 0.02%
153,452
-200
548
$467K 0.02%
995
-84
549
$465K 0.02%
54,806
-5,618
550
$464K 0.02%
16,649
-853
20 21
22
23 24