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
751
$212K 0.01%
3,915
-231
752
$211K 0.01%
9,438
753
$210K 0.01%
2,344
+2
754
$209K 0.01%
2,372
-1,833
755
$209K 0.01%
3,047
-944
756
$207K 0.01%
126
-46
757
$207K 0.01%
+1,394
758
$206K 0.01%
+3,265
759
$206K 0.01%
5,990
-1,336
760
$205K 0.01%
+4,755
761
$203K 0.01%
+2,545
762
$203K 0.01%
+1,114
763
$202K 0.01%
+6,832
764
$202K 0.01%
21,465
-1,375
765
$202K 0.01%
+7,712
766
$200K 0.01%
36,276
-3,348
767
$198K 0.01%
11,381
-11,074
768
$196K 0.01%
+33,901
769
$193K 0.01%
21,516
-10,753
770
$191K 0.01%
+11,478
771
$190K 0.01%
+10,349
772
$186K 0.01%
23,758
-2,857
773
$183K 0.01%
+11,269
774
$176K 0.01%
24,908
-2,844
775
$175K 0.01%
20,265
-4,217
29 30
31
32 33