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
276
$1.03M 0.05%
3,275
-128
277
$1.02M 0.05%
16,020
+4,800
278
$1.01M 0.05%
14,490
+336
279
$1M 0.05%
5,101
+2,391
280
$1M 0.05%
15,191
+1,087
281
$1M 0.04%
15,052
-5,269
282
$997K 0.04%
4,789
+987
283
$987K 0.04%
116,312
+22,263
284
$979K 0.04%
7,096
+294
285
$978K 0.04%
13,591
-7,715
286
$978K 0.04%
+52,796
287
$976K 0.04%
2,950
-736
288
$971K 0.04%
8,893
+232
289
$968K 0.04%
5,680
+1,240
290
$965K 0.04%
6,769
-355
291
$962K 0.04%
10,010
-5,335
292
$956K 0.04%
9,899
-117
293
$954K 0.04%
14,914
+1,477
294
$947K 0.04%
56,740
+29,816
295
$946K 0.04%
18,831
-4,391
296
$940K 0.04%
33,102
+461
297
$938K 0.04%
10,941
+2,879
298
$937K 0.04%
28,257
-16,195
299
$937K 0.04%
3,965
+1,586
300
$936K 0.04%
32,867
+1,751
10 11
12
13 14