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
476
$229K 0.02%
+9,347
477
$228K 0.02%
767
-430
478
$228K 0.02%
5,171
-290
479
$228K 0.02%
+11,072
480
$226K 0.02%
1,072
-233
481
$226K 0.02%
+6,011
482
$224K 0.02%
+8,937
483
$223K 0.02%
+2,473
484
$222K 0.02%
3,199
-6
485
$222K 0.02%
9,122
-4,024
486
$221K 0.01%
+2,046
487
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953
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488
$220K 0.01%
24,994
+10,563
489
$220K 0.01%
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+2,843
490
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3,443
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491
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2,330
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494
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495
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496
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-361
497
$216K 0.01%
3,255
-19
498
$212K 0.01%
+5,667
499
$211K 0.01%
3,366
500
$211K 0.01%
11,496
+524
18 19
20
21 22