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
$2M0.06% 51,513
-20,420
-28%
-$791K
$1.98M0.06% 8,930
+92
+1%
+$20.4K
$1.97M0.06%
+8,956
 New
+$1.97M
$1.94M0.06% 10,844
+274
+3%
+$49.1K
$1.94M0.06% 79,682
+46,823
+143%
+$1.14M
$1.92M0.06% 14,107––
$1.91M0.06% 20,725
+1,439
+7%
+$133K
$1.91M0.06%
+9,042
 New
+$1.91M
$1.9M0.06%
+15,296
 New
+$1.9M
$1.89M0.06% 40,852
+18,757
+85%
+$869K
$1.85M0.06% 7,650
+616
+9%
+$149K
$1.85M0.06% 22,098
+3,006
+16%
+$252K
$1.84M0.06%
+25,336
 New
+$1.84M
$1.83M0.05% 6,744
+244
+4%
+$66.3K
$1.83M0.05% 21,094
+1,219
+6%
+$106K
$1.83M0.05% 10,718
+1,781
+20%
+$304K
$1.82M0.05% 23,465
+1,573
+7%
+$122K
$1.8M0.05% 14,926
+11,333
+315%
+$1.37M
$1.8M0.05% 58,306
-34,805
-37%
-$1.07M
$1.79M0.05% 5,727
-555
-9%
-$174K
$1.79M0.05% 32,605
+410
+1%
+$22.5K
$1.77M0.05% 20,999
+10,318
+97%
+$871K
$1.74M0.05% 83,424
+65,783
+373%
+$1.37M
$1.74M0.05% 20,958
-3,271
-14%
-$271K
$1.72M0.05% 10,062
+5,117
+103%
+$873K
1 91011121340