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
726
$230K 0.01%
10,800
727
$229K 0.01%
6,803
-1,614
728
$228K 0.01%
5,814
729
$228K 0.01%
+11,250
730
$228K 0.01%
5,226
731
$226K 0.01%
+1,082
732
$224K 0.01%
1,663
+106
733
$224K 0.01%
18,294
-643
734
$224K 0.01%
418
735
$222K 0.01%
+3,631
736
$222K 0.01%
+2,496
737
$222K 0.01%
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738
$222K 0.01%
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739
$222K 0.01%
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740
$222K 0.01%
3,333
-4
741
$221K 0.01%
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742
$221K 0.01%
3,385
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$221K 0.01%
882
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744
$220K 0.01%
829
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745
$220K 0.01%
6,637
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746
$219K 0.01%
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747
$219K 0.01%
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748
$217K 0.01%
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749
$216K 0.01%
3,590
-10
750
$214K 0.01%
+5,952
28 29
30
31 32