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
376
$698K 0.03%
11,978
+3,802
377
$698K 0.03%
25,902
+15,081
378
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18,216
+8,272
379
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380
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1,140
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381
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1,665
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382
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3,530
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383
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-2,718
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5,911
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385
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84,235
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-3,954
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10,209
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389
$671K 0.03%
7,101
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390
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391
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61,419
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393
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394
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18,562
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395
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21,832
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396
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42,884
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397
$641K 0.03%
2,469
-598
398
$638K 0.03%
11,747
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399
$637K 0.03%
+12,376
400
$635K 0.03%
126,185
+56,476
14 15
16
17 18