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
776
$173K 0.01%
11,471
-17,096
777
$168K 0.01%
10,505
-1,968
778
$161K 0.01%
+26,597
779
$154K 0.01%
+30,852
780
$151K 0.01%
12,798
-2,859
781
$150K 0.01%
12,298
+1,890
782
$148K ﹤0.01%
35,232
+6,578
783
$147K ﹤0.01%
55,586
+7,805
784
$146K ﹤0.01%
+12,807
785
$145K ﹤0.01%
12,189
-30
786
$144K ﹤0.01%
13,447
-346
787
$143K ﹤0.01%
13,547
-13,486
788
$138K ﹤0.01%
17,327
-5,516
789
$138K ﹤0.01%
13,765
-3,837
790
$135K ﹤0.01%
15,271
-8,369
791
$125K ﹤0.01%
48,139
792
$124K ﹤0.01%
17,951
-4,230
793
$116K ﹤0.01%
15,972
-2,648
794
$114K ﹤0.01%
13,692
-1,042
795
$114K ﹤0.01%
14,812
-4,766
796
$114K ﹤0.01%
17,692
-3,963
797
$112K ﹤0.01%
+18,630
798
$110K ﹤0.01%
33,759
-3,565
799
$106K ﹤0.01%
13,677
-5,688
800
$100K ﹤0.01%
30,761
+8,220
30 31
32
33 34