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
76
$4.84M 0.16%
482,386
+33,735
77
$4.82M 0.16%
42,902
-827
78
$4.77M 0.16%
27,264
+36
79
$4.59M 0.15%
26,453
+3,274
80
$4.58M 0.15%
155,073
-7,348
81
$4.58M 0.15%
141,911
-18,406
82
$4.57M 0.15%
58,350
+5
83
$4.53M 0.15%
77,169
-3,346
84
$4.49M 0.15%
37,865
+730
85
$4.41M 0.15%
101,449
+29,637
86
$4.39M 0.15%
39,014
+3,198
87
$4.33M 0.14%
18,133
+818
88
$4.25M 0.14%
40,911
+14
89
$4.25M 0.14%
97,101
-3,824
90
$4.24M 0.14%
30,747
+892
91
$4.23M 0.14%
118,855
-6,385
92
$4.19M 0.14%
109,955
+5,053
93
$4.16M 0.14%
65,408
+4,059
94
$4.15M 0.14%
25,571
+1,004
95
$4.05M 0.13%
4,916
-350
96
$4M 0.13%
19,521
-95
97
$3.99M 0.13%
18,704
+97
98
$3.96M 0.13%
69,497
-1,783
99
$3.93M 0.13%
5,820
+606
100
$3.9M 0.13%
19,569
+2,923
2 3
4
5 6