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
$2.23B
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$71M
2
+$24.7M
3
+$14.1M
4
AAPL icon
Apple
AAPL
+$10.9M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.72M

Top Sells

1
+$68.3M
2
+$36.5M
3
+$33.9M
4
MP icon
MP Materials
MP
+$10.5M
5
MO icon
Altria Group
MO
+$4.42M

Sector Composition

1 Technology 11.71%
2 Financials 6.89%
3 Healthcare 5.11%
4 Consumer Discretionary 4.95%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.26M 0.06%
27,295
+3,779
227
$1.25M 0.06%
7,265
+3,494
228
$1.24M 0.06%
42,309
+18,492
229
$1.24M 0.06%
14,284
+299
230
$1.24M 0.06%
16,761
+130
231
$1.24M 0.06%
16,106
+1,998
232
$1.22M 0.05%
128,571
+94,309
233
$1.22M 0.05%
24,632
+2,719
234
$1.2M 0.05%
5,446
+1,680
235
$1.19M 0.05%
183,644
+32,972
236
$1.19M 0.05%
20,760
+7,965
237
$1.18M 0.05%
19,996
+959
238
$1.18M 0.05%
12,015
+3,385
239
$1.17M 0.05%
1,810
+88
240
$1.16M 0.05%
5,447
+306
241
$1.16M 0.05%
5,878
-151
242
$1.15M 0.05%
5,759
+3,763
243
$1.15M 0.05%
41,952
-244
244
$1.14M 0.05%
2,048
+197
245
$1.14M 0.05%
24,929
+3,578
246
$1.11M 0.05%
7,472
+508
247
$1.11M 0.05%
42,826
+15,809
248
$1.11M 0.05%
26,668
-5,278
249
$1.11M 0.05%
14,709
-1,187
250
$1.1M 0.05%
33,940
-42,679
8 9
10
11 12