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
401
$326K 0.02%
2,189
-10
402
$324K 0.02%
2,093
-12
403
$321K 0.02%
3,773
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3,925
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405
$318K 0.02%
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406
$314K 0.02%
6,457
-2,936
407
$313K 0.02%
7,400
-405
408
$312K 0.02%
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-98
409
$312K 0.02%
1,777
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410
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411
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10,731
-305
412
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912
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413
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5,086
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414
$303K 0.02%
6,833
415
$300K 0.02%
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416
$300K 0.02%
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417
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418
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419
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4,606
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8,818
-309
422
$293K 0.02%
17,983
+308
423
$291K 0.02%
42,728
-9,590
424
$291K 0.02%
+7,218
425
$291K 0.02%
2,123
-226
15 16
17
18 19