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
251
$1.84M 0.06%
36,161
+28,035
252
$1.84M 0.06%
5,198
+788
253
$1.82M 0.05%
10,184
+179
254
$1.82M 0.05%
13,480
-3,080
255
$1.8M 0.05%
1,892
+29
256
$1.77M 0.05%
14,796
-1,346
257
$1.77M 0.05%
173,879
+53,244
258
$1.76M 0.05%
4,499
+197
259
$1.73M 0.05%
8,381
+1,107
260
$1.71M 0.05%
44,189
+5,333
261
$1.7M 0.05%
3,277
-1,192
262
$1.69M 0.05%
12,541
+27
263
$1.69M 0.05%
22,889
+5,224
264
$1.69M 0.05%
107,168
-15,275
265
$1.68M 0.05%
95,610
+3,151
266
$1.68M 0.05%
11,189
+46
267
$1.67M 0.05%
23,896
-5,665
268
$1.67M 0.05%
6,726
+685
269
$1.67M 0.05%
9,851
+1,128
270
$1.66M 0.05%
16,070
+348
271
$1.66M 0.05%
4,495
+1,765
272
$1.65M 0.05%
54,321
+13,233
273
$1.65M 0.05%
+18,441
274
$1.64M 0.05%
19,135
+6,913
275
$1.63M 0.05%
17,822
+8,043
9 10
11
12 13