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
$836K0.03% 6,687
+1,310
+24%
+$164K
$834K0.02% 29,239
-1,479
-5%
-$42.2K
$834K0.02%
+54,521
 New
+$834K
$833K0.02% 427
+255
+148%
+$498K
$818K0.02% 2,989
-78
-3%
-$21.4K
$816K0.02% 4,382
-33
-0.8%
-$6.15K
$810K0.02% 2,476
+1
+0%
+$327
$806K0.02% 10,531
+1,827
+21%
+$140K
$801K0.02% 4,638
-421
-8%
-$72.7K
$799K0.02% 9,966
+689
+7%
+$55.3K
$791K0.02% 15,944
+3,711
+30%
+$184K
$789K0.02% 14,008
-2,385
-15%
-$134K
$786K0.02% 8,072
+524
+7%
+$51K
$786K0.02% 21,133
+489
+2%
+$18.2K
$776K0.02% 10,608
-626
-6%
-$45.8K
$774K0.02% 3,836
+542
+16%
+$109K
$770K0.02% 48,618
-58,116
-54%
-$920K
$769K0.02% 3,230
+8
+0.3%
+$1.91K
$766K0.02% 3,133
+1
+0%
+$245
$764K0.02%
+37,649
 New
+$764K
$756K0.02% 19,197
-315
-2%
-$12.4K
$754K0.02% 42,793
-16,440
-28%
-$290K
$753K0.02% 35,423
-19,415
-35%
-$413K
$751K0.02% 9,355
+3,204
+52%
+$257K
$746K0.02%
+11,009
 New
+$746K
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