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
276
$1.62M 0.05%
165
-2
277
$1.6M 0.05%
19,482
+177
278
$1.6M 0.05%
55,267
+11,519
279
$1.58M 0.05%
20,918
+3,132
280
$1.57M 0.05%
10,239
+969
281
$1.56M 0.05%
11,333
+4,036
282
$1.56M 0.05%
10,930
+2,312
283
$1.55M 0.05%
43,524
-1,546
284
$1.54M 0.05%
6,746
+827
285
$1.52M 0.05%
22,890
+9,906
286
$1.52M 0.05%
8,866
+14
287
$1.51M 0.05%
2,990
+158
288
$1.5M 0.05%
67,434
-198
289
$1.49M 0.04%
5,645
+235
290
$1.49M 0.04%
6,452
+1,733
291
$1.48M 0.04%
21,419
-1,934
292
$1.47M 0.04%
41,651
+6,158
293
$1.47M 0.04%
6,045
+611
294
$1.47M 0.04%
13,389
-44
295
$1.44M 0.04%
44,605
-12,048
296
$1.44M 0.04%
124,363
+4,940
297
$1.42M 0.04%
3,045
+217
298
$1.41M 0.04%
7,007
-3
299
$1.4M 0.04%
16,313
+1,318
300
$1.4M 0.04%
27,987
+3,174
10 11
12
13 14