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
251
$1.09M 0.05%
17,524
+3,589
252
$1.09M 0.05%
20,647
+1,440
253
$1.09M 0.05%
23,566
-956
254
$1.08M 0.05%
7,214
-238
255
$1.08M 0.05%
24,189
-4,467
256
$1.08M 0.05%
34,064
-2,390
257
$1.08M 0.05%
6,923
+113
258
$1.08M 0.05%
16,853
+1,897
259
$1.08M 0.05%
64,884
+609
260
$1.07M 0.05%
5,674
261
$1.06M 0.05%
41,945
-6,512
262
$1.06M 0.05%
2
263
$1.05M 0.05%
4,613
-305
264
$1.05M 0.05%
5,266
+74
265
$1.05M 0.05%
34,878
+8,842
266
$1.05M 0.05%
16,955
+5,667
267
$1.04M 0.05%
14,397
-2,772
268
$1.04M 0.05%
60,265
-11,678
269
$1.04M 0.05%
20,135
-1,707
270
$1.04M 0.05%
3,546
+708
271
$1.04M 0.05%
+11,671
272
$1.03M 0.05%
173
+2
273
$1.03M 0.05%
15,424
-1,264
274
$1.03M 0.05%
78,182
-6,189
275
$1.03M 0.05%
7,070
+1,346
9 10
11
12 13