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
601
$377K 0.01%
55,878
+1,762
602
$377K 0.01%
2,915
-383
603
$376K 0.01%
2,482
-610
604
$371K 0.01%
6,285
-6,251
605
$371K 0.01%
33,841
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606
$371K 0.01%
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607
$370K 0.01%
8,697
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608
$368K 0.01%
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609
$367K 0.01%
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610
$367K 0.01%
2,233
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611
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612
$365K 0.01%
18,570
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613
$363K 0.01%
7,658
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614
$363K 0.01%
10,341
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615
$359K 0.01%
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616
$358K 0.01%
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617
$358K 0.01%
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619
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872
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$353K 0.01%
5,019
-43
621
$352K 0.01%
28,051
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$351K 0.01%
11,444
-7,321
623
$346K 0.01%
12,522
-729
624
$346K 0.01%
55,132
+33,372
625
$345K 0.01%
17,229
+2
23 24
25
26 27