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
26
$18.1M 0.54%
39,266
+2,782
27
$17.9M 0.54%
338,623
-5,060
28
$17.8M 0.54%
31,180
+323
29
$17.5M 0.53%
104,788
-1,989
30
$16.7M 0.5%
18,876
+1,419
31
$15.8M 0.48%
57,572
-1,333
32
$15.6M 0.47%
193,552
+3,833
33
$15.4M 0.46%
73,147
+852
34
$14.1M 0.43%
118,485
+8,934
35
$14M 0.42%
81,296
+3,776
36
$13.1M 0.4%
75,897
-1,453
37
$12.4M 0.37%
72,856
-10,256
38
$12.3M 0.37%
125,415
+6,254
39
$11.7M 0.35%
67,415
-239
40
$11.1M 0.33%
96,313
+1,257
41
$10.8M 0.32%
18,391
+5,339
42
$10.7M 0.32%
5,486
-87
43
$10.3M 0.31%
63,295
+7,875
44
$9.35M 0.28%
21,710
+473
45
$9.24M 0.28%
35,320
-655
46
$8.91M 0.27%
17,200
-951
47
$8.56M 0.26%
17,344
+286
48
$8.42M 0.25%
20,773
-364
49
$8.19M 0.25%
57,061
+5,950
50
$8.17M 0.25%
69,656
+4,169
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