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
326
$849K 0.04%
21,809
-1,235
327
$842K 0.04%
7,862
+1,749
328
$839K 0.04%
+2,215
329
$828K 0.04%
9,206
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330
$826K 0.04%
33,011
+2,870
331
$826K 0.04%
4,716
+233
332
$825K 0.04%
16,143
-1,675
333
$822K 0.04%
116,430
-4,864
334
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+9,141
335
$807K 0.04%
16,151
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336
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1,803
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337
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106,457
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338
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18,754
-774
339
$796K 0.04%
6,512
+4,805
340
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341
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342
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+2,981
343
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344
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45,634
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345
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27,182
-7,196
346
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4,759
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347
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4,134
+17
348
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8,116
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349
$772K 0.03%
25,238
-3,981
350
$759K 0.03%
3,297
+34
12 13
14
15 16