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
576
$412K 0.01%
3,176
+1,042
577
$404K 0.01%
5,573
-841
578
$403K 0.01%
12,019
-2,441
579
$402K 0.01%
+26,155
580
$401K 0.01%
2,929
-811
581
$400K 0.01%
7,634
-22
582
$399K 0.01%
11,504
-7,197
583
$398K 0.01%
+11,817
584
$396K 0.01%
782
-1,264
585
$395K 0.01%
63,174
-12,327
586
$393K 0.01%
20,885
-10,636
587
$392K 0.01%
46,033
-34,846
588
$391K 0.01%
8,298
-985
589
$391K 0.01%
517
-74
590
$390K 0.01%
17,225
591
$390K 0.01%
15,750
592
$388K 0.01%
46,492
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593
$388K 0.01%
7,562
-493
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$387K 0.01%
6,303
-166
595
$386K 0.01%
2,394
+180
596
$385K 0.01%
+5,114
597
$384K 0.01%
24,186
-1,196
598
$381K 0.01%
37,088
-26,324
599
$379K 0.01%
6,044
+2,344
600
$377K 0.01%
1,461
+364
22 23
24
25 26