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
$1.55M0.05% 18,282
-3,038
-14%
-$257K
$1.54M0.05% 6,971
+223
+3%
+$49.2K
$1.53M0.05% 6,927
+1,821
+36%
+$402K
$1.53M0.05% 34,725
+339
+1%
+$14.9K
$1.53M0.05% 18,401
+14
+0.1%
+$1.16K
$1.52M0.05% 97,026
+29,302
+43%
+$459K
$1.5M0.04% 69,872
+2,430
+4%
+$52.3K
$1.5M0.04% 9,042
-2,026
-18%
-$336K
$1.5M0.04% 4,560
-208
-4%
-$68.4K
$1.5M0.04% 11,331
+308
+3%
+$40.7K
$1.48M0.04%
+60,294
 New
+$1.48M
$1.47M0.04%
+43,114
 New
+$1.47M
$1.46M0.04% 94,781
+13,807
+17%
+$213K
$1.46M0.04% 34,384
-115,194
-77%
-$4.9M
$1.46M0.04% 7,772
+1,321
+20%
+$248K
$1.46M0.04% 19,554
-1,508
-7%
-$113K
$1.46M0.04% 5,527
+117
+2%
+$30.8K
$1.45M0.04% 4,757
+716
+18%
+$219K
$1.45M0.04% 46,027
-405
-0.9%
-$12.8K
$1.45M0.04% 25,568
+15,464
+153%
+$875K
$1.43M0.04% 14,632
+11,445
+359%
+$1.12M
$1.43M0.04% 4,430
-9
-0.2%
-$2.9K
$1.43M0.04% 9,838
+281
+3%
+$40.8K
$1.43M0.04% 16,319
+3,203
+24%
+$280K
$1.42M0.04% 24,324
-30
-0.1%
-$1.75K
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