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
26
$13.5M 0.61%
58,728
+4,279
27
$13.2M 0.59%
24,646
+306
28
$13.2M 0.59%
100,084
-451
29
$11.9M 0.53%
33,835
+1,896
30
$9.73M 0.44%
57,441
-1,416
31
$9.26M 0.42%
87,437
-4,821
32
$9.19M 0.41%
18,031
+551
33
$9.19M 0.41%
172,326
+7,563
34
$9.11M 0.41%
16,119
+1,560
35
$8.89M 0.4%
109,801
+5,396
36
$8.76M 0.39%
60,388
+6,852
37
$8.55M 0.38%
28,472
+5,275
38
$8.41M 0.38%
57,635
+2,720
39
$8.16M 0.37%
32,613
+2,797
40
$7.67M 0.34%
65,247
+842
41
$7.45M 0.33%
81,923
-16,797
42
$7.44M 0.33%
138,363
+11,206
43
$7.12M 0.32%
14,122
-2,244
44
$6.89M 0.31%
67,682
-916
45
$6.78M 0.3%
17,121
+1,400
46
$6.45M 0.29%
41,394
+19,714
47
$6.3M 0.28%
14,478
+78
48
$6.1M 0.27%
33,034
+1,287
49
$6.05M 0.27%
20,011
+1,676
50
$6.02M 0.27%
40,357
+5,800
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