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
476
$682K 0.02%
21,557
+1,416
477
$681K 0.02%
7,702
-3,496
478
$678K 0.02%
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479
$678K 0.02%
7,557
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480
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4,831
-39
481
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482
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3,337
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483
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5,679
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484
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21,717
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485
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+9,965
486
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750
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487
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13,684
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488
$661K 0.02%
12,097
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489
$659K 0.02%
3,697
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490
$658K 0.02%
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493
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26,640
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494
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495
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26,444
-28,669
496
$642K 0.02%
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497
$638K 0.02%
25,413
-28,259
498
$632K 0.02%
8,258
+1,146
499
$630K 0.02%
4,040
+672
500
$626K 0.02%
9,150
+323
18 19
20
21 22