RWM

Ritholtz Wealth Management Portfolio holdings

AUM $3.35B
This Quarter Return
-0.18%
1 Year Return
+11.52%
3 Year Return
+45.47%
5 Year Return
+134.96%
10 Year Return
–
AUM
$3.35B
AUM Growth
-$56.9M
Cap. Flow
+$14.4M
Cap. Flow %
0.43%
Top 10 Hldgs %
38.78%
Holding
977
New
125
Increased
416
Reduced
336
Closed
57

Top Buys

1
$63.1M
2
$21.2M
3
$19.3M
4
$15.7M
5
$11.6M

Top Sells

1
$170M
2
$83.6M
3
$31.4M
4
$7.94M
5
$4.9M

Sector Composition

1Technology12.91%
2Financials9.56%
3Healthcare5.25%
4Consumer Discretionary5.08%
5Industrials4.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.25M0.07% 31,784
+818
+3%
+$58K
$2.25M0.07% 36,904
-2,485
-6%
-$152K
$2.24M0.07% 90,220
-1,470
-2%
-$36.4K
$2.23M0.07% 14,131
-616
-4%
-$97.4K
$2.21M0.07% 23,154
-6,752
-23%
-$645K
$2.2M0.07% 41,557
+9,121
+28%
+$483K
$2.2M0.07% 353,357
+1,388
+0.4%
+$8.63K
$2.18M0.07% 67,956
-8,589
-11%
-$276K
$2.16M0.06% 4,606
+1,187
+35%
+$557K
$2.16M0.06% 23,679
-3,957
-14%
-$361K
$2.15M0.06% 77,753
-19,670
-20%
-$545K
$2.15M0.06% 15,788
+683
+5%
+$92.9K
$2.14M0.06% 21,298
+51
+0.2%
+$5.13K
$2.14M0.06% 35,971
-9,060
-20%
-$540K
$2.13M0.06% 137,918
-17,925
-12%
-$277K
$2.13M0.06% 56,980
+28,046
+97%
+$1.05M
$2.12M0.06% 6,398
-105
-2%
-$34.7K
$2.11M0.06%
+2,227
 New
+$2.11M
$2.11M0.06% 37,976
-4,583
-11%
-$254K
$2.1M0.06% 19,017
-536
-3%
-$59.1K
$2.09M0.06% 45,130
+2,023
+5%
+$93.5K
$2.08M0.06% 5,598
+276
+5%
+$103K
$2.03M0.06% 129,600
-6,760
-5%
-$106K
$2.01M0.06%
+19,331
 New
+$2.01M
$2.01M0.06%
+31,891
 New
+$2.01M
1 8910111240