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
626
$341K 0.01%
2,635
+392
627
$340K 0.01%
2,660
-72
628
$332K 0.01%
3,447
+335
629
$331K 0.01%
2,715
+241
630
$330K 0.01%
+6,810
631
$328K 0.01%
673
-195
632
$328K 0.01%
26,753
+2,193
633
$326K 0.01%
5,406
+601
634
$325K 0.01%
6,879
-3,313
635
$324K 0.01%
6,481
-4,125
636
$322K 0.01%
+5,802
637
$322K 0.01%
+8,126
638
$320K 0.01%
41,664
+4,862
639
$318K 0.01%
20,670
+9,921
640
$318K 0.01%
+2,977
641
$315K 0.01%
1,898
+544
642
$315K 0.01%
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643
$312K 0.01%
+12,778
644
$311K 0.01%
50,663
-1,134
645
$307K 0.01%
40,394
+25,016
646
$307K 0.01%
4,132
-135
647
$303K 0.01%
11,567
-668
648
$303K 0.01%
2,145
-288
649
$300K 0.01%
4,873
-653
650
$299K 0.01%
12,173
24 25
26
27 28