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
$1.48B
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.45M
3
+$5.93M
4
AAPL icon
Apple
AAPL
+$5.47M
5
ABBV icon
AbbVie
ABBV
+$5.35M

Top Sells

1
+$135M
2
+$8.46M
3
+$4.65M
4
STX icon
Seagate
STX
+$1.91M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$1.09M

Sector Composition

1 Technology 10.76%
2 Financials 5.75%
3 Healthcare 4.35%
4 Consumer Discretionary 3.82%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$449K 0.03%
1,103
+110
327
$445K 0.03%
9,754
-3,356
328
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172,532
+50,244
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13,210
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330
$436K 0.03%
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331
$434K 0.03%
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332
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1,253
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333
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-2,248
334
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335
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-1,000
336
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337
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338
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+9,210
339
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3,781
-1,270
340
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21,508
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341
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342
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1,137
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343
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344
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3,065
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345
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346
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347
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348
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+1,870
349
$399K 0.03%
165,560
-137
350
$398K 0.03%
6,745
-1,334
12 13
14
15 16