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
301
$1.39M 0.04%
12,583
+993
302
$1.39M 0.04%
148,229
+88,971
303
$1.38M 0.04%
71,657
+13,232
304
$1.38M 0.04%
87,075
+7,840
305
$1.38M 0.04%
182,418
+26,479
306
$1.38M 0.04%
2
307
$1.38M 0.04%
67,411
+14,544
308
$1.35M 0.04%
97,527
+6,399
309
$1.35M 0.04%
7,416
-438
310
$1.33M 0.04%
4,824
+606
311
$1.31M 0.04%
6,807
-1,042
312
$1.31M 0.04%
4,535
-911
313
$1.31M 0.04%
8,854
+64
314
$1.31M 0.04%
1,618
-2
315
$1.31M 0.04%
43,829
+1,932
316
$1.31M 0.04%
13,420
-4,042
317
$1.3M 0.04%
10,372
+2,548
318
$1.29M 0.04%
11,828
+825
319
$1.29M 0.04%
72,500
-18,896
320
$1.29M 0.04%
16,326
-1,253
321
$1.28M 0.04%
14,242
+4,051
322
$1.27M 0.04%
5,443
+930
323
$1.26M 0.04%
6,977
+3,406
324
$1.26M 0.04%
32,226
+21,920
325
$1.25M 0.04%
112,527
-31,863
11 12
13
14 15