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
401
$634K 0.03%
9,130
+1,256
402
$630K 0.03%
5,475
+487
403
$628K 0.03%
17,071
-1,983
404
$625K 0.03%
19,579
-1,576
405
$624K 0.03%
4,129
-1,486
406
$616K 0.03%
5,256
+1,766
407
$613K 0.03%
11,090
+611
408
$612K 0.03%
2,741
409
$611K 0.03%
125,730
+18,564
410
$604K 0.03%
4,706
-4
411
$602K 0.03%
18,210
-1,268
412
$599K 0.03%
19,527
-6,444
413
$596K 0.03%
4,471
-545
414
$595K 0.03%
2,099
-75
415
$594K 0.03%
26,279
-5,894
416
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5,927
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417
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6,631
-178
418
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21,450
+12,740
419
$587K 0.03%
74,512
+13,860
420
$583K 0.03%
11,988
-2,224
421
$579K 0.03%
1,755
+131
422
$573K 0.03%
22,730
423
$572K 0.03%
+2,274
424
$571K 0.03%
10,793
-117
425
$567K 0.03%
4,915
+1,405
15 16
17
18 19