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
351
$1.09M 0.03%
157,460
-32,163
352
$1.09M 0.03%
13,893
-2,635
353
$1.09M 0.03%
4,120
+840
354
$1.08M 0.03%
6,052
+2,901
355
$1.08M 0.03%
30,266
-1,376
356
$1.08M 0.03%
62,727
+25,337
357
$1.07M 0.03%
4,984
+95
358
$1.06M 0.03%
6,710
+349
359
$1.06M 0.03%
4,412
-785
360
$1.06M 0.03%
8,729
+1,489
361
$1.05M 0.03%
11,675
-367
362
$1.05M 0.03%
25,010
-221
363
$1.05M 0.03%
16,144
-777
364
$1.05M 0.03%
11,552
-786
365
$1.04M 0.03%
7,628
+2,768
366
$1.03M 0.03%
2,030
-162
367
$1.01M 0.03%
15,414
-45
368
$998K 0.03%
16,193
+5,532
369
$991K 0.03%
3,886
-62
370
$989K 0.03%
13,038
-2,961
371
$988K 0.03%
15,454
-177
372
$985K 0.03%
64,066
+8,735
373
$983K 0.03%
12,971
-1,299
374
$979K 0.03%
22,589
-6,775
375
$976K 0.03%
+6,072
13 14
15
16 17