RWM

Ritholtz Wealth Management Portfolio holdings

AUM $3.35B
This Quarter Return
-0.18%
1 Year Return
+11.52%
3 Year Return
+45.47%
5 Year Return
+134.96%
10 Year Return
–
AUM
$3.35B
AUM Growth
-$56.9M
Cap. Flow
+$14.4M
Cap. Flow %
0.43%
Top 10 Hldgs %
38.78%
Holding
977
New
125
Increased
416
Reduced
336
Closed
57

Top Buys

1
$63.1M
2
$21.2M
3
$19.3M
4
$15.7M
5
$11.6M

Top Sells

1
$170M
2
$83.6M
3
$31.4M
4
$7.94M
5
$4.9M

Sector Composition

1Technology12.91%
2Financials9.56%
3Healthcare5.25%
4Consumer Discretionary5.08%
5Industrials4.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$681K0.02% 8,943
-4
-0%
-$305
$681K0.02% 20,021
+5,008
+33%
+$170K
$678K0.02% 30,561
+15,173
+99%
+$337K
$677K0.02% 10,089
-3,831
-28%
-$257K
$673K0.02%
+2,366
 New
+$673K
$672K0.02% 3,879
+973
+33%
+$169K
$667K0.02% 17,068
-2,104
-11%
-$82.3K
$667K0.02% 4,915
-803
-14%
-$109K
$663K0.02% 10,342
+3,566
+53%
+$229K
$661K0.02% 57,876
+19,481
+51%
+$222K
$660K0.02% 8,973
-6,799
-43%
-$500K
$659K0.02% 18,225
-2,990
-14%
-$108K
$656K0.02% 30,271
+4,360
+17%
+$94.5K
$656K0.02% 5,709
-178
-3%
-$20.4K
$655K0.02% 3,438
+487
+17%
+$92.8K
$655K0.02% 118,826
-9,569
-7%
-$52.7K
$654K0.02% 6,794
+1,885
+38%
+$181K
$651K0.02%
+78,126
 New
+$651K
$650K0.02% 7,077
+1,026
+17%
+$94.3K
$647K0.02% 6,415––
$643K0.02%
+29,874
 New
+$643K
$636K0.02% 5,328
+484
+10%
+$57.8K
$635K0.02%
+8,044
 New
+$635K
$631K0.02%
+1,721
 New
+$631K
$631K0.02% 46,260
-8,081
-15%
-$110K
1 192021222340