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
651
$297K 0.01%
15,567
-1,520
652
$296K 0.01%
1,532
+441
653
$295K 0.01%
3,949
-59
654
$295K 0.01%
17,661
655
$292K 0.01%
2,215
+82
656
$292K 0.01%
+4,147
657
$292K 0.01%
+13,123
658
$291K 0.01%
31,654
-8,279
659
$290K 0.01%
2,148
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660
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+4,302
661
$290K 0.01%
7,112
-1,100
662
$287K 0.01%
5,354
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663
$287K 0.01%
135,883
+53,716
664
$286K 0.01%
38,180
+23,553
665
$284K 0.01%
14,879
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666
$283K 0.01%
2,373
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667
$283K 0.01%
5,946
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668
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6,505
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669
$279K 0.01%
+3,064
670
$279K 0.01%
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671
$279K 0.01%
4,496
-173
672
$277K 0.01%
2,020
-505
673
$276K 0.01%
2,665
-585
674
$276K 0.01%
+5,524
675
$275K 0.01%
48,379
-4,862
25 26
27
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