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
754
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
451
$511K 0.02%
+20,362
452
$510K 0.02%
10,805
453
$509K 0.02%
+8,901
454
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455
$505K 0.02%
6,790
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456
$503K 0.02%
2,414
-205
457
$502K 0.02%
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458
$501K 0.02%
+18,521
459
$494K 0.02%
21,446
-303
460
$492K 0.02%
9,875
-730
461
$488K 0.02%
73,850
+21,937
462
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+6,202
463
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1,877
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464
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3,755
-14
465
$483K 0.02%
+8,201
466
$463K 0.02%
+3,743
467
$463K 0.02%
15,104
-2,062
468
$463K 0.02%
105,377
-11,576
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$462K 0.02%
19,960
+2,000
470
$461K 0.02%
7,374
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471
$458K 0.02%
4,923
-45
472
$453K 0.02%
4,170
+1,802
473
$452K 0.02%
+4,906
474
$445K 0.02%
14,695
-475
475
$438K 0.02%
5,057
-3,425
17 18
19
20 21