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
51
$7.12M 0.23%
35,975
+5,063
52
$7.1M 0.23%
172,100
+23,827
53
$6.93M 0.23%
32,435
+1,866
54
$6.8M 0.22%
161,049
-12,502
55
$6.79M 0.22%
33,391
+1,113
56
$6.72M 0.22%
6,571
-255
57
$6.7M 0.22%
146,074
-334
58
$6.67M 0.22%
38,861
-327
59
$6.65M 0.22%
13,052
-2,859
60
$6.54M 0.22%
65,083
-503
61
$6.4M 0.21%
140,580
+10,218
62
$6.2M 0.2%
50,102
+978
63
$5.87M 0.19%
23,517
+1,920
64
$5.63M 0.19%
51,111
+17,152
65
$5.57M 0.18%
84,450
+1,739
66
$5.56M 0.18%
97,027
+2,334
67
$5.43M 0.18%
23,992
+1,364
68
$5.39M 0.18%
74,639
+4,633
69
$5.32M 0.18%
48,109
+1,476
70
$5.3M 0.17%
54,629
+4,984
71
$5.17M 0.17%
66,235
+7,478
72
$5.04M 0.17%
24,973
+760
73
$4.93M 0.16%
35,587
-5,957
74
$4.88M 0.16%
13,056
-1,076
75
$4.88M 0.16%
183,392
-1,662
1 2
3
4 5