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
351
$757K 0.03%
9,432
+1,955
352
$756K 0.03%
8,956
-3,528
353
$755K 0.03%
8,886
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354
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27,523
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355
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+7,246
356
$746K 0.03%
13,596
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357
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2,736
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358
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7,832
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359
$739K 0.03%
22,266
+8,281
360
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361
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362
$734K 0.03%
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363
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12,164
+369
364
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11,256
+1,619
365
$727K 0.03%
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17,656
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368
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20,955
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369
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370
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371
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20,961
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$707K 0.03%
4,299
-108
373
$702K 0.03%
52,500
+17,515
374
$700K 0.03%
81,841
+60,490
375
$699K 0.03%
3,952
+205
13 14
15
16 17