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
$1.72M0.05% 5,952
-137
-2%
-$39.5K
$1.71M0.05% 9,202
+188
+2%
+$35K
$1.71M0.05% 17,452
+4,898
+39%
+$480K
$1.71M0.05% 28,525
+10,624
+59%
+$635K
$1.7M0.05% 13,024
+5,345
+70%
+$699K
$1.68M0.05% 9,372
+1,195
+15%
+$215K
$1.68M0.05% 62,031
+1,349
+2%
+$36.6K
$1.68M0.05% 3,459
+430
+14%
+$208K
$1.68M0.05% 34,527
-33,803
-49%
-$1.64M
$1.67M0.05% 11,981
+2,206
+23%
+$308K
$1.67M0.05% 15,812
-589
-4%
-$62.2K
$1.67M0.05% 20,247
+462
+2%
+$38K
$1.66M0.05% 9,876
+1,155
+13%
+$194K
$1.65M0.05% 12,836
+6,926
+117%
+$888K
$1.64M0.05% 11,187
+1,498
+15%
+$220K
$1.64M0.05% 5,356
+3,540
+195%
+$1.09M
$1.62M0.05% 12,800
+2,753
+27%
+$348K
$1.62M0.05% 20,662
+3,089
+18%
+$242K
$1.61M0.05% 9,960
+144
+1%
+$23.3K
$1.6M0.05% 30,791
+1,938
+7%
+$101K
$1.6M0.05%
+56,085
 New
+$1.6M
$1.58M0.05% 13,341
-553
-4%
-$65.4K
$1.57M0.05% 6,615
+321
+5%
+$76K
$1.57M0.05% 20,140
+16,917
+525%
+$1.32M
$1.56M0.05% 16,971
+3,461
+26%
+$318K
1 101112131440