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
$3.32B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$5.04M
3
+$4.71M
4
BND icon
Vanguard Total Bond Market
BND
+$4.58M
5
AAPL icon
Apple
AAPL
+$4.03M

Top Sells

1
+$2.04M
2
+$2.04M
3
+$1.75M
4
LLY icon
Eli Lilly
LLY
+$1.65M
5
RIO icon
Rio Tinto
RIO
+$1.56M

Sector Composition

1 Technology 12.88%
2 Financials 7.91%
3 Healthcare 5.16%
4 Consumer Discretionary 4.88%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.06M 0.06%
24,684
-361
227
$2.06M 0.06%
7,129
-416
228
$2.04M 0.06%
4,529
+512
229
$2.02M 0.06%
7,282
+857
230
$2.02M 0.06%
5,552
+1,238
231
$2.01M 0.06%
15,420
+7,946
232
$2.01M 0.06%
56,772
+26,158
233
$1.99M 0.06%
33,540
-682
234
$1.99M 0.06%
27,643
+2,718
235
$1.97M 0.06%
20,778
+1,938
236
$1.97M 0.06%
14,107
237
$1.97M 0.06%
16,796
-10,217
238
$1.96M 0.06%
13,741
+452
239
$1.95M 0.06%
16,555
+283
240
$1.94M 0.06%
12,380
+2,012
241
$1.93M 0.06%
8,983
+509
242
$1.93M 0.06%
18,644
+340
243
$1.93M 0.06%
5,952
+484
244
$1.9M 0.06%
194,371
-16,785
245
$1.89M 0.06%
85,944
+21,652
246
$1.88M 0.06%
369,360
+13,735
247
$1.87M 0.06%
19,418
+1,433
248
$1.86M 0.06%
5,140
+306
249
$1.84M 0.06%
7,270
+375
250
$1.84M 0.06%
200,069
+6,102
8 9
10
11 12