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
426
$798K 0.02%
3,211
-1,109
427
$798K 0.02%
3,618
-545
428
$797K 0.02%
16,347
-22,311
429
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5,240
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430
$796K 0.02%
138,373
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431
$794K 0.02%
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432
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25,824
-7,240
433
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+16,545
434
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14,568
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435
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32,630
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436
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437
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438
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439
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729
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440
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444
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445
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5,024
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$743K 0.02%
6,760
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448
$741K 0.02%
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449
$741K 0.02%
5,213
450
$739K 0.02%
4,112
+569
16 17
18
19 20