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
$911K0.03% 44,543
+23,763
+114%
+$486K
$908K0.03% 46,452––
$899K0.03% 5,028
+544
+12%
+$97.2K
$897K0.03% 11,639
-8,458
-42%
-$652K
$896K0.03% 20,430
-648
-3%
-$28.4K
$893K0.03%
+38,683
 New
+$893K
$882K0.03% 60,510
+13,162
+28%
+$192K
$882K0.03% 92,561
+57,283
+162%
+$546K
$877K0.03% 4,589
-106
-2%
-$20.3K
$876K0.03% 17,140
+5,236
+44%
+$268K
$874K0.03% 8,062––
$873K0.03% 2,188
+420
+24%
+$168K
$867K0.03% 11,641
-381
-3%
-$28.4K
$864K0.03% 13,912
+132
+1%
+$8.2K
$858K0.03% 18,030
-927
-5%
-$44.1K
$858K0.03%
+130,621
 New
+$858K
$858K0.03% 10,977
-4,130
-27%
-$323K
$853K0.03% 29,752
+10,574
+55%
+$303K
$852K0.03% 1,761
+22
+1%
+$10.6K
$852K0.03% 10,245
+4,702
+85%
+$391K
$848K0.03% 3,186
+2,212
+227%
+$589K
$842K0.03% 5,494
+3,422
+165%
+$524K
$841K0.03% 6,445
-13
-0.2%
-$1.7K
$841K0.03%
+3,689
 New
+$841K
$837K0.03% 2,813
-1,061
-27%
-$316K
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