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
701
$246K 0.01%
+17,531
702
$245K 0.01%
5,358
-146
703
$245K 0.01%
8,087
+269
704
$245K 0.01%
4,992
-95
705
$244K 0.01%
5,873
+15
706
$244K 0.01%
+2,548
707
$243K 0.01%
3,662
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708
$242K 0.01%
2,003
-159
709
$241K 0.01%
1,787
-21
710
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2,256
+36
711
$241K 0.01%
16,060
712
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+7,000
713
$240K 0.01%
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714
$240K 0.01%
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715
$238K 0.01%
+1,208
716
$238K 0.01%
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717
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718
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$235K 0.01%
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720
$235K 0.01%
28,569
-1,019
721
$235K 0.01%
1,243
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722
$234K 0.01%
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723
$234K 0.01%
+45,525
724
$233K 0.01%
2,948
-7,547
725
$230K 0.01%
24,014
+7,440
27 28
29
30 31