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
351
$396K 0.03%
6,920
-5,505
352
$394K 0.03%
+6,280
353
$394K 0.03%
+1,288
354
$394K 0.03%
3,669
+1,701
355
$393K 0.03%
6,930
+1,617
356
$389K 0.03%
2,143
-38
357
$389K 0.03%
3,261
+722
358
$389K 0.03%
7,343
-1,230
359
$388K 0.03%
5,113
-610
360
$388K 0.03%
6,530
-3,276
361
$387K 0.03%
1,550
-91
362
$387K 0.03%
+7,967
363
$386K 0.03%
11,561
+4,325
364
$385K 0.03%
2,262
+840
365
$384K 0.03%
21,748
+3,666
366
$379K 0.03%
6,256
-2,153
367
$377K 0.03%
911
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368
$368K 0.02%
29,606
+4,403
369
$368K 0.02%
10,600
+3,108
370
$367K 0.02%
104,959
+18,693
371
$366K 0.02%
+12,000
372
$366K 0.02%
2,464
+89
373
$366K 0.02%
2,121
+710
374
$363K 0.02%
6,836
+1,331
375
$359K 0.02%
4,700
13 14
15
16 17