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
126
$3.21M 0.11%
20,173
-4,512
127
$3.2M 0.11%
12,567
-2,916
128
$3.19M 0.11%
27,013
-652
129
$3.19M 0.11%
29,380
+2,120
130
$3.16M 0.1%
53,287
+6,752
131
$3.15M 0.1%
217,382
-7,492
132
$3.14M 0.1%
66,180
+10,820
133
$3.12M 0.1%
89,087
+2,637
134
$3.11M 0.1%
41,539
-402
135
$3.07M 0.1%
44,717
-15,237
136
$3.05M 0.1%
10,529
+139
137
$3.05M 0.1%
91,272
-521
138
$3.01M 0.1%
26,275
-2,735
139
$3M 0.1%
52,594
+1,212
140
$2.99M 0.1%
22,717
+749
141
$2.98M 0.1%
15,369
-583
142
$2.95M 0.1%
6,516
+176
143
$2.94M 0.1%
34,305
+1,815
144
$2.94M 0.1%
76,397
-1,147
145
$2.9M 0.1%
28,607
+10,082
146
$2.9M 0.1%
9,018
+1,019
147
$2.89M 0.1%
29,389
-20,001
148
$2.86M 0.09%
12,063
+8,174
149
$2.79M 0.09%
11,823
+133
150
$2.78M 0.09%
28,646
-4,440
4 5
6
7 8