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
676
$274K 0.01%
+25,574
677
$272K 0.01%
+13,862
678
$271K 0.01%
3,019
-257
679
$267K 0.01%
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+3,043
680
$267K 0.01%
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681
$266K 0.01%
+895
682
$265K 0.01%
4,572
+595
683
$265K 0.01%
1,013
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684
$263K 0.01%
31,674
-3,849
685
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2,807
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686
$258K 0.01%
10,783
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687
$257K 0.01%
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688
$257K 0.01%
18,284
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689
$254K 0.01%
9,554
-267
690
$253K 0.01%
1,794
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$253K 0.01%
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$253K 0.01%
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$252K 0.01%
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-2,002
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$251K 0.01%
1,377
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695
$251K 0.01%
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696
$251K 0.01%
6,690
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$250K 0.01%
797
+25
698
$248K 0.01%
+458
699
$248K 0.01%
8,733
-5,859
700
$247K 0.01%
1,218
26 27
28
29 30