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
451
$248K 0.02%
+1,052
452
$248K 0.02%
6,426
-1,824
453
$247K 0.02%
1,849
-228
454
$247K 0.02%
+1,564
455
$246K 0.02%
+24,995
456
$245K 0.02%
+3,090
457
$245K 0.02%
4,230
+76
458
$243K 0.02%
1,184
+60
459
$241K 0.02%
+10,000
460
$241K 0.02%
+3,486
461
$241K 0.02%
604
+100
462
$239K 0.02%
+4,677
463
$239K 0.02%
438
-196
464
$238K 0.02%
1,135
-46
465
$238K 0.02%
3,859
+410
466
$238K 0.02%
61,024
+12,801
467
$237K 0.02%
1,348
+84
468
$235K 0.02%
+4,929
469
$235K 0.02%
1,986
+54
470
$235K 0.02%
+16,233
471
$233K 0.02%
1,350
+15
472
$232K 0.02%
15,175
+286
473
$231K 0.02%
+12,960
474
$230K 0.02%
7,859
-75
475
$229K 0.02%
+1,746
17 18
19
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