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
176
$2.28M 0.08%
14,309
+270
177
$2.28M 0.08%
19,256
-5,311
178
$2.27M 0.07%
8,747
-9
179
$2.27M 0.07%
20,080
-536
180
$2.26M 0.07%
10,260
-6,535
181
$2.23M 0.07%
206,831
+67,036
182
$2.23M 0.07%
22,242
+1,470
183
$2.23M 0.07%
44,658
+7,748
184
$2.22M 0.07%
26,566
-1,001
185
$2.2M 0.07%
33,003
-830
186
$2.2M 0.07%
16,560
+3,518
187
$2.19M 0.07%
11,993
-256
188
$2.18M 0.07%
37,561
+14,280
189
$2.18M 0.07%
136,590
+8,030
190
$2.17M 0.07%
16,334
+1,865
191
$2.14M 0.07%
159,613
+41,407
192
$2.13M 0.07%
24,118
+1,190
193
$2.13M 0.07%
6,393
-195
194
$2.13M 0.07%
42,538
-3,857
195
$2.11M 0.07%
197,397
+8,385
196
$2.11M 0.07%
124,200
+26,480
197
$2.11M 0.07%
38,368
+1,495
198
$2.09M 0.07%
38,575
-2,566
199
$2.03M 0.07%
118,407
+24,831
200
$2M 0.07%
27,780
+7,519
6 7
8
9 10