RWM

Ritholtz Wealth Management Portfolio holdings

AUM $3.35B
This Quarter Return
-0.18%
1 Year Return
+11.52%
3 Year Return
+45.47%
5 Year Return
+134.96%
10 Year Return
–
AUM
$3.35B
AUM Growth
-$56.9M
Cap. Flow
+$14.4M
Cap. Flow %
0.43%
Top 10 Hldgs %
38.78%
Holding
977
New
125
Increased
416
Reduced
336
Closed
57

Top Buys

1
$63.1M
2
$21.2M
3
$19.3M
4
$15.7M
5
$11.6M

Top Sells

1
$170M
2
$83.6M
3
$31.4M
4
$7.94M
5
$4.9M

Sector Composition

1Technology12.91%
2Financials9.56%
3Healthcare5.25%
4Consumer Discretionary5.08%
5Industrials4.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.26M0.04% 16,360
-468
-3%
-$35.9K
$1.25M0.04%
+45,876
 New
+$1.25M
$1.24M0.04% 17,889
-22,373
-56%
-$1.56M
$1.23M0.04% 2,027
+513
+34%
+$312K
$1.23M0.04% 13,588
+2,000
+17%
+$181K
$1.22M0.04% 10,705
+3,718
+53%
+$425K
$1.21M0.04% 18,618
+7,492
+67%
+$489K
$1.2M0.04% 130,211
+70,749
+119%
+$651K
$1.2M0.04% 7,977
+174
+2%
+$26.1K
$1.19M0.04%
+28,584
 New
+$1.19M
$1.19M0.04% 11,676
+2,160
+23%
+$221K
$1.19M0.04% 4,119
-242
-6%
-$69.9K
$1.19M0.04% 164––
$1.19M0.04%
+40,899
 New
+$1.19M
$1.18M0.04% 4,451
+416
+10%
+$110K
$1.18M0.04% 4,626
+18
+0.4%
+$4.58K
$1.17M0.03% 8,213
+133
+2%
+$18.9K
$1.16M0.03% 12,123
-2,349
-16%
-$224K
$1.15M0.03% 19,559
+5,388
+38%
+$316K
$1.15M0.03% 29,051
+17,529
+152%
+$692K
$1.14M0.03% 2,452
+432
+21%
+$201K
$1.13M0.03% 12,330
+4,949
+67%
+$455K
$1.13M0.03% 128,618
-51,674
-29%
-$453K
$1.11M0.03% 35,277––
$1.11M0.03% 17,410
-1,750
-9%
-$111K
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