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
551
$463K 0.02%
16,052
-592
552
$463K 0.02%
16,139
-346
553
$458K 0.02%
+13,025
554
$456K 0.02%
7,241
-1,757
555
$453K 0.01%
249
-17
556
$450K 0.01%
+5,483
557
$447K 0.01%
2,480
+880
558
$444K 0.01%
1,978
+423
559
$443K 0.01%
4,426
-254
560
$440K 0.01%
57,825
+3,416
561
$437K 0.01%
3,140
+324
562
$437K 0.01%
595
-62
563
$436K 0.01%
60,878
+19,380
564
$431K 0.01%
16,153
-972
565
$425K 0.01%
9,929
-202
566
$424K 0.01%
752
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$422K 0.01%
77,454
-21,953
568
$418K 0.01%
463
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569
$417K 0.01%
31,848
-1,141
570
$417K 0.01%
16,536
-5,136
571
$417K 0.01%
10,138
+3,327
572
$415K 0.01%
9,220
+5,103
573
$414K 0.01%
+3,495
574
$413K 0.01%
+8,757
575
$412K 0.01%
2,483
-418
21 22
23
24 25