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
26
$7.35M 0.5%
52,640
+3,020
27
$7.27M 0.49%
44,845
+33,021
28
$6.49M 0.44%
40,208
+349
29
$6.03M 0.41%
72,343
+2,308
30
$5.46M 0.37%
87,684
-1,955
31
$5.29M 0.36%
91,767
+649
32
$5.28M 0.36%
210,263
+16,397
33
$5.28M 0.36%
52,097
+7,789
34
$5.12M 0.35%
46,415
+1,204
35
$4.84M 0.33%
40,904
+31,394
36
$4.81M 0.33%
58,136
+5,595
37
$4.57M 0.31%
8,969
+1,132
38
$4.38M 0.3%
32,126
-1,648
39
$3.89M 0.26%
21,967
+3,592
40
$3.85M 0.26%
35,514
+1,752
41
$3.85M 0.26%
25,171
+1,180
42
$3.77M 0.26%
23,177
+3,915
43
$3.73M 0.25%
35,743
-4,772
44
$3.71M 0.25%
54,048
-642
45
$3.65M 0.25%
16,445
-1,240
46
$3.61M 0.24%
26,327
-291
47
$3.59M 0.24%
142,342
+62,897
48
$3.48M 0.24%
42,116
+3,365
49
$3.38M 0.23%
82,106
+1,878
50
$3.37M 0.23%
121,282
-97
1
2
3 4 5