RWM

Ritholtz Wealth Management Portfolio holdings

AUM $3.35B
This Quarter Return
-0.18%
1 Year Return
+11.52%
3 Year Return
+45.47%
5 Year Return
+134.96%
10 Year Return
–
AUM
$3.35B
AUM Growth
-$56.9M
Cap. Flow
+$14.4M
Cap. Flow %
0.43%
Top 10 Hldgs %
38.78%
Holding
977
New
125
Increased
416
Reduced
336
Closed
57

Top Buys

1
$63.1M
2
$21.2M
3
$19.3M
4
$15.7M
5
$11.6M

Top Sells

1
$170M
2
$83.6M
3
$31.4M
4
$7.94M
5
$4.9M

Sector Composition

1Technology12.91%
2Financials9.56%
3Healthcare5.25%
4Consumer Discretionary5.08%
5Industrials4.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1M0.03% 8,993
-96
-1%
-$10.7K
$1M0.03% 119,820
-2,653
-2%
-$22.2K
$1M0.03% 24,886
-3,293
-12%
-$132K
$991K0.03% 4,942
+62
+1%
+$12.4K
$984K0.03% 2,345
+12
+0.5%
+$5.04K
$972K0.03% 6,054
+312
+5%
+$50.1K
$968K0.03% 33,170
+14,330
+76%
+$418K
$967K0.03% 31,792
+4,428
+16%
+$135K
$966K0.03% 12,901
-439
-3%
-$32.9K
$960K0.03% 8,721
+206
+2%
+$22.7K
$958K0.03% 32,108
-1,676
-5%
-$50K
$949K0.03% 12,069
-112
-0.9%
-$8.81K
$948K0.03% 53,536
-6,490
-11%
-$115K
$942K0.03% 15,762
+4,267
+37%
+$255K
$940K0.03% 23,973
+9,741
+68%
+$382K
$935K0.03% 89,022
-49,405
-36%
-$519K
$930K0.03% 10,213
+4,380
+75%
+$399K
$929K0.03% 2,573
-401
-13%
-$145K
$921K0.03% 20,761
+3,375
+19%
+$150K
$920K0.03% 12,850
-88
-0.7%
-$6.3K
$919K0.03% 1,794
+430
+32%
+$220K
$919K0.03% 13,545
+10,254
+312%
+$696K
$917K0.03%
+47,577
 New
+$917K
$917K0.03%
+15,428
 New
+$917K
$912K0.03% 162,526
+17,705
+12%
+$99.3K
1 151617181940