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
451
$738K 0.02%
227,748
+74,296
452
$738K 0.02%
14,781
+5,561
453
$738K 0.02%
4,532
-76
454
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61,655
+13,249
455
$732K 0.02%
21,299
-6,983
456
$727K 0.02%
+2,986
457
$725K 0.02%
126,374
+71,242
458
$724K 0.02%
10,337
-7,411
459
$721K 0.02%
23,064
+6,420
460
$721K 0.02%
1,366
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461
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7,718
+1,631
462
$718K 0.02%
7,817
-13,002
463
$716K 0.02%
7,151
+4,655
464
$715K 0.02%
34,754
+8,368
465
$713K 0.02%
3,717
-8
466
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467
$708K 0.02%
18,607
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468
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26,995
-5,788
469
$696K 0.02%
43,127
-1,872
470
$696K 0.02%
+14,442
471
$695K 0.02%
4,951
-3,338
472
$695K 0.02%
16,802
-1,733
473
$694K 0.02%
37,563
-4,575
474
$692K 0.02%
8,771
+1,194
475
$692K 0.02%
9,034
-2,556
17 18
19
20 21