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
1
$216M 7.14%
809,130
-6,768
2
$194M 6.4%
404,635
+904
3
$187M 6.17%
341,819
+2,689
4
$142M 4.69%
1,428,505
+52,456
5
$99.8M 3.29%
473,925
+25,984
6
$96.5M 3.18%
177,304
+2,720
7
$81.6M 2.69%
840,501
+63,236
8
$80.8M 2.67%
1,113,018
+17,544
9
$76.1M 2.51%
1,693,426
-4,338
10
$75.3M 2.48%
1,045,219
+17,558
11
$66.3M 2.19%
148,330
+7,545
12
$63.1M 2.08%
420,019
-1,290
13
$56.4M 1.86%
1,959,343
+24,269
14
$52.8M 1.74%
427,473
+76,563
15
$37.3M 1.23%
193,026
+4,121
16
$35.1M 1.16%
1,305,051
+11,397
17
$32.5M 1.07%
840,882
+852
18
$28.7M 0.95%
559,990
+61,936
19
$25.6M 0.85%
932,288
+8,100
20
$25.4M 0.84%
237,497
+10,038
21
$24.2M 0.8%
452,966
+5,106
22
$22.9M 0.76%
218,945
-3,271
23
$22.6M 0.74%
123,894
-12,601
24
$20.9M 0.69%
23,073
-211
25
$19.6M 0.65%
106,777
+5,264
1
2 3 4 5