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
801
$96.7K ﹤0.01%
17,739
-2,089
802
$96.4K ﹤0.01%
+10,650
803
$94.6K ﹤0.01%
19,829
-488
804
$91.4K ﹤0.01%
11,556
-3,841
805
$84K ﹤0.01%
+14,881
806
$82.7K ﹤0.01%
+25,206
807
$82.4K ﹤0.01%
+10,854
808
$76K ﹤0.01%
12,013
-383
809
$74.9K ﹤0.01%
14,946
-50
810
$74.7K ﹤0.01%
10,310
-484
811
$67.4K ﹤0.01%
47,496
-37,946
812
$55.6K ﹤0.01%
10,815
813
$54.9K ﹤0.01%
+18,126
814
$54.4K ﹤0.01%
+19,988
815
$52K ﹤0.01%
10,000
816
$50.8K ﹤0.01%
+16,659
817
$47K ﹤0.01%
23,038
818
$32.1K ﹤0.01%
352
-2
819
$29.5K ﹤0.01%
14,448
-6,073
820
$22.1K ﹤0.01%
+11,070
821
$16.8K ﹤0.01%
11,011
-14,354
822
– –
-14,718
823
– –
-13,396
824
– –
-867
825
– –
-77,132
31 32
33
34 35