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
376
$356K 0.02%
2,654
-63
377
$354K 0.02%
3,183
+243
378
$354K 0.02%
4,936
+218
379
$354K 0.02%
+6,725
380
$353K 0.02%
69,805
-5,460
381
$352K 0.02%
45,679
-34,277
382
$351K 0.02%
4,717
+4
383
$351K 0.02%
3,134
-205
384
$350K 0.02%
3,499
+944
385
$350K 0.02%
9,065
-500
386
$349K 0.02%
82,674
-43,993
387
$345K 0.02%
1,268
-310
388
$345K 0.02%
1,231
389
$343K 0.02%
+3,515
390
$342K 0.02%
+5,147
391
$341K 0.02%
17,439
+3,303
392
$340K 0.02%
+3,370
393
$340K 0.02%
+7,229
394
$337K 0.02%
1,318
-296
395
$336K 0.02%
1,517
396
$336K 0.02%
3,424
-244
397
$335K 0.02%
+3,716
398
$329K 0.02%
2,554
-49
399
$329K 0.02%
+7,856
400
$327K 0.02%
785
+35
14 15
16
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