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
501
$211K 0.01%
8,483
-420
502
$210K 0.01%
+5,469
503
$208K 0.01%
33,511
-15,819
504
$207K 0.01%
+954
505
$206K 0.01%
2,002
-76
506
$205K 0.01%
+28,663
507
$204K 0.01%
+6,365
508
$202K 0.01%
+5,385
509
$202K 0.01%
+10,654
510
$202K 0.01%
5,923
-2,110
511
$202K 0.01%
2,573
-2,361
512
$201K 0.01%
1,906
-100
513
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7,269
-1,329
514
$200K 0.01%
+2,852
515
$199K 0.01%
18,668
-5,410
516
$196K 0.01%
47,762
+10,172
517
$189K 0.01%
+11,770
518
$189K 0.01%
+61,826
519
$182K 0.01%
10,589
-1,372
520
$176K 0.01%
3,060
521
$169K 0.01%
+14,301
522
$167K 0.01%
+21,572
523
$158K 0.01%
25,397
-2,587
524
$151K 0.01%
44,743
+12,074
525
$150K 0.01%
+21,185
19 20
21
22 23