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
$337M
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$5.65M
3
+$2.56M
4
DIS icon
Walt Disney
DIS
+$2.29M
5
CVX icon
Chevron
CVX
+$1.96M

Top Sells

1
+$754K
2
+$357K
3
+$335K
4
D icon
Dominion Energy
D
+$234K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$230K

Sector Composition

1 Technology 2.87%
2 Industrials 1.96%
3 Healthcare 1.86%
4 Energy 1.76%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.55M 0.46%
18,484
+10,322
27
$1.45M 0.43%
+97,853
28
$1.39M 0.41%
10,200
29
$1.28M 0.38%
12,140
+6,314
30
$1.28M 0.38%
+11,580
31
$1.28M 0.38%
+43,632
32
$1.27M 0.38%
+42,888
33
$1.2M 0.36%
+25,961
34
$1.19M 0.35%
10,411
+75
35
$1.17M 0.35%
13,985
+10,669
36
$1.17M 0.35%
+19,214
37
$1.15M 0.34%
7,942
38
$1.12M 0.33%
18,325
+13,510
39
$1.1M 0.33%
11,980
+9,584
40
$1.06M 0.31%
+13,065
41
$1.06M 0.31%
9,885
+1,783
42
$987K 0.29%
4,979
+3,659
43
$920K 0.27%
13,645
+200
44
$919K 0.27%
190,000
-1,680
45
$911K 0.27%
3,090
+1,771
46
$902K 0.27%
+14,085
47
$892K 0.26%
+12,450
48
$870K 0.26%
+30,942
49
$863K 0.26%
18,793
+3,874
50
$847K 0.25%
+22,013
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