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
201
$1.99M 0.07%
50,196
+31,298
202
$1.97M 0.07%
6,608
-1,959
203
$1.96M 0.06%
12,514
+190
204
$1.94M 0.06%
5,881
-214
205
$1.94M 0.06%
29,561
-4,034
206
$1.94M 0.06%
39,906
+9,881
207
$1.92M 0.06%
7,545
+162
208
$1.91M 0.06%
5,114
+251
209
$1.91M 0.06%
20,819
-28,483
210
$1.9M 0.06%
16,530
+1,240
211
$1.89M 0.06%
4,307
+145
212
$1.89M 0.06%
8,953
+51
213
$1.89M 0.06%
6,015
-8
214
$1.88M 0.06%
8,125
-288
215
$1.87M 0.06%
26,427
+6,416
216
$1.87M 0.06%
14,107
-710
217
$1.85M 0.06%
38,658
-12,891
218
$1.85M 0.06%
64,712
+36,765
219
$1.82M 0.06%
2,311
-80
220
$1.82M 0.06%
81,640
-2,250
221
$1.81M 0.06%
56,653
+2,552
222
$1.81M 0.06%
162,078
+7,937
223
$1.79M 0.06%
23,293
+3,643
224
$1.79M 0.06%
16,272
-698
225
$1.78M 0.06%
17,723
-903
7 8
9
10 11