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
326
$1.24M 0.04%
4,168
+100
327
$1.24M 0.04%
111,515
+85,941
328
$1.24M 0.04%
17,663
-94
329
$1.24M 0.04%
9,182
+512
330
$1.24M 0.04%
7,537
-2,246
331
$1.23M 0.04%
23,843
+10,669
332
$1.23M 0.04%
13,653
+2,476
333
$1.22M 0.04%
3,725
+308
334
$1.22M 0.04%
130,579
+27,238
335
$1.22M 0.04%
5,952
+85
336
$1.21M 0.04%
2,909
-2,205
337
$1.21M 0.04%
12,402
-7,495
338
$1.2M 0.04%
2,372
-4
339
$1.19M 0.04%
14,201
+9,087
340
$1.19M 0.04%
17,560
-1,132
341
$1.16M 0.04%
9,599
+584
342
$1.16M 0.04%
5,920
-238
343
$1.14M 0.03%
48,164
+15,878
344
$1.14M 0.03%
37,123
-43,380
345
$1.14M 0.03%
5,066
-536
346
$1.14M 0.03%
5,988
+2,067
347
$1.13M 0.03%
135,551
-24,159
348
$1.13M 0.03%
4,204
-1,709
349
$1.12M 0.03%
5,778
+914
350
$1.1M 0.03%
283,247
+99,324
12 13
14
15 16