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
753
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
426
$567K 0.03%
4,915
+1,405
427
$567K 0.03%
1,630
-1
428
$563K 0.03%
4,444
+469
429
$563K 0.03%
10,320
+763
430
$561K 0.03%
1,274
-168
431
$561K 0.03%
2,777
-55
432
$558K 0.03%
5,289
+139
433
$558K 0.03%
18,662
-374
434
$557K 0.03%
8,141
-1,845
435
$551K 0.02%
5,039
-2,248
436
$545K 0.02%
4,453
+209
437
$542K 0.02%
+25,178
438
$540K 0.02%
12,242
+1,430
439
$535K 0.02%
4,279
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440
$534K 0.02%
1,689
-2
441
$531K 0.02%
+4,887
442
$529K 0.02%
23,810
-6,470
443
$529K 0.02%
27,437
+11,405
444
$528K 0.02%
3,172
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445
$525K 0.02%
2,391
+30
446
$523K 0.02%
18,573
+2,114
447
$520K 0.02%
1,587
-75
448
$519K 0.02%
4,722
+1,631
449
$517K 0.02%
7,985
-2,822
450
$516K 0.02%
26,417
+4,738
16 17
18
19 20