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
$1.48B
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.45M
3
+$5.93M
4
AAPL icon
Apple
AAPL
+$5.47M
5
ABBV icon
AbbVie
ABBV
+$5.35M

Top Sells

1
+$135M
2
+$8.46M
3
+$4.65M
4
STX icon
Seagate
STX
+$1.91M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$1.09M

Sector Composition

1 Technology 10.76%
2 Financials 5.75%
3 Healthcare 4.35%
4 Consumer Discretionary 3.82%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$679K 0.05%
10,373
-185
252
$673K 0.05%
18,335
-4,350
253
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4,147
-53
254
$663K 0.04%
6,092
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255
$649K 0.04%
4,743
+1,195
256
$647K 0.04%
1,987
+206
257
$647K 0.04%
18,143
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258
$643K 0.04%
13,773
+1,779
259
$642K 0.04%
8,852
+1,098
260
$641K 0.04%
3,509
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261
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5,006
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262
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10,188
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263
$637K 0.04%
2,656
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264
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10,589
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265
$626K 0.04%
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+1,401
266
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12,573
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268
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6,043
-1,305
269
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7,691
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270
$616K 0.04%
4,948
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271
$608K 0.04%
53,959
-9,737
272
$608K 0.04%
4,624
-208
273
$599K 0.04%
20,910
+4,635
274
$598K 0.04%
12,072
-98
275
$590K 0.04%
56,534
-6,512
9 10
11
12 13