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
851
– –
-1,467
852
– –
-5,644
853
– –
-10,335
854
– –
-40,000
855
– –
-5,674
856
– –
-6,469
857
– –
-7,441
858
– –
-699
859
– –
-10,443
860
– –
-651
861
– –
-5,516
862
– –
-21,120
863
– –
-928
864
– –
-12,023
865
– –
-734
866
– –
-3,643
867
– –
-1,111
868
– –
-7,515
869
– –
-11,740
870
– –
0
871
– –
-5,200
872
– –
-27,881
873
– –
-3,585
874
– –
-10,184
875
– –
-2,777
32 33 34
35
36