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
401
$889K 0.03%
9,058
-3,196
402
$884K 0.03%
8,957
-1,520
403
$882K 0.03%
4,392
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404
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405
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14,308
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406
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407
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18,024
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408
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409
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3,292
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410
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14,578
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411
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412
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413
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3,153
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414
$849K 0.03%
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415
$848K 0.03%
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16,716
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419
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31,438
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$827K 0.02%
6,042
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421
$826K 0.02%
47,914
+27,029
422
$815K 0.02%
13,715
-1,204
423
$811K 0.02%
7,034
+1,597
424
$808K 0.02%
19,570
-72
425
$804K 0.02%
9,453
+3,970
15 16
17
18 19