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
426
$288K 0.02%
23,038
427
$288K 0.02%
1,911
-57
428
$288K 0.02%
1,815
+509
429
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430
$283K 0.02%
16,400
-976
431
$283K 0.02%
+15,112
432
$280K 0.02%
1,317
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433
$279K 0.02%
+8,216
434
$273K 0.02%
985
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435
$271K 0.02%
24,300
-38,280
436
$270K 0.02%
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-2,251
437
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438
$270K 0.02%
4,067
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439
$268K 0.02%
127,197
+15,443
440
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+8,026
441
$263K 0.02%
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442
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9,030
443
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444
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-2,400
445
$256K 0.02%
10,755
-6,741
446
$256K 0.02%
+2,580
447
$255K 0.02%
1,423
-1,237
448
$254K 0.02%
+1,757
449
$253K 0.02%
+158,300
450
$250K 0.02%
1,521
+5
16 17
18
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