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
476
$435K 0.02%
33,937
+9,655
477
$435K 0.02%
40,464
-3,820
478
$433K 0.02%
14,670
-1,004
479
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-480
480
$424K 0.02%
14,381
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481
$423K 0.02%
3,825
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482
$423K 0.02%
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483
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13,606
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484
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+26,292
485
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510
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486
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487
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1,630
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488
$407K 0.02%
65,909
+12,285
489
$406K 0.02%
+5,437
490
$404K 0.02%
3,892
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491
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$396K 0.02%
8,719
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494
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495
$391K 0.02%
2,379
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496
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36,758
-48,795
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$390K 0.02%
183,098
-295
498
$384K 0.02%
1,812
-23
499
$384K 0.02%
2,931
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500
$383K 0.02%
4,343
+325
18 19
20
21 22