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
151
$2.75M 0.09%
363,292
+11,584
152
$2.72M 0.09%
15,631
+1,711
153
$2.7M 0.09%
5,770
+767
154
$2.69M 0.09%
77,342
-1,038
155
$2.63M 0.09%
48,987
+16,396
156
$2.6M 0.09%
15,791
-1,725
157
$2.58M 0.09%
3,921
+169
158
$2.53M 0.08%
25,303
-2,672
159
$2.49M 0.08%
33,505
+496
160
$2.48M 0.08%
23,293
+472
161
$2.47M 0.08%
35,070
-2,160
162
$2.45M 0.08%
24,036
+75
163
$2.45M 0.08%
4,431
+158
164
$2.44M 0.08%
20,941
+1,712
165
$2.42M 0.08%
4,469
-34
166
$2.42M 0.08%
80,503
+2,568
167
$2.41M 0.08%
211,156
+11,125
168
$2.41M 0.08%
6,582
-135
169
$2.38M 0.08%
23,942
-167
170
$2.37M 0.08%
4,738
+348
171
$2.36M 0.08%
10,478
-221
172
$2.35M 0.08%
26,317
+6,474
173
$2.33M 0.08%
19,657
-957
174
$2.32M 0.08%
16,398
+5,412
175
$2.31M 0.08%
13,084
-187
5 6
7
8 9