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
376
$967K 0.03%
2,575
-637
377
$965K 0.03%
1,748
+97
378
$961K 0.03%
12,905
+316
379
$959K 0.03%
21,269
-1,495
380
$959K 0.03%
93,405
-6,832
381
$959K 0.03%
+5,718
382
$953K 0.03%
2,215
-4,750
383
$937K 0.03%
5,749
+424
384
$936K 0.03%
3,328
+13
385
$932K 0.03%
110,672
+3,414
386
$931K 0.03%
1,473
+691
387
$927K 0.03%
41,638
+11,612
388
$927K 0.03%
25,631
+12,606
389
$925K 0.03%
14,622
-8,874
390
$922K 0.03%
1,964
+206
391
$917K 0.03%
1,933
+74
392
$916K 0.03%
13,076
+7,178
393
$914K 0.03%
67,772
-1,255
394
$914K 0.03%
+12,900
395
$908K 0.03%
26,178
-2,718
396
$907K 0.03%
3,208
-237
397
$907K 0.03%
5,314
+352
398
$906K 0.03%
7,530
-302
399
$906K 0.03%
14,001
+8,595
400
$894K 0.03%
146,518
-21,217
14 15
16
17 18