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
301
$934K 0.04%
16,604
-1,284
302
$925K 0.04%
84,161
+42,073
303
$923K 0.04%
21,648
-5,562
304
$923K 0.04%
3,756
-143
305
$921K 0.04%
19,294
-1,888
306
$917K 0.04%
3,915
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307
$917K 0.04%
24,598
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308
$916K 0.04%
41,772
-11,000
309
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5,851
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310
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3,833
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311
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312
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2,623
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313
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19,892
-2,765
314
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72,145
-37,139
315
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316
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317
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13,253
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318
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38,287
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319
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38,618
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320
$874K 0.04%
17,653
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321
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322
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14,945
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323
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5,937
+3,484
324
$857K 0.04%
9,354
+1,051
325
$853K 0.04%
6,214
-1,242
11 12
13
14 15