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
101
$3.85M 0.13%
60,723
+465
102
$3.84M 0.13%
12,277
+25
103
$3.79M 0.13%
122,665
+67,730
104
$3.77M 0.12%
104,527
-10,354
105
$3.73M 0.12%
178,565
+42,234
106
$3.65M 0.12%
54,706
+1,799
107
$3.63M 0.12%
34,070
+10,950
108
$3.63M 0.12%
55,435
-3,798
109
$3.6M 0.12%
1,216
-61
110
$3.6M 0.12%
6,965
+2,958
111
$3.55M 0.12%
90,637
-10,644
112
$3.53M 0.12%
33,183
+3,054
113
$3.53M 0.12%
22,687
+713
114
$3.47M 0.11%
50,868
+540
115
$3.47M 0.11%
875
+27
116
$3.45M 0.11%
19,873
-1,548
117
$3.42M 0.11%
45,780
-1,717
118
$3.42M 0.11%
70,496
-6,661
119
$3.41M 0.11%
29,498
+861
120
$3.35M 0.11%
1,226,609
+475,255
121
$3.35M 0.11%
377,466
+167,949
122
$3.31M 0.11%
7,433
+1,187
123
$3.3M 0.11%
21,081
-992
124
$3.3M 0.11%
12,817
-32
125
$3.22M 0.11%
56,816
+2,956
3 4
5
6 7