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
501
$382K 0.02%
11,495
-15,107
502
$378K 0.02%
864
-7
503
$378K 0.02%
2,295
+2
504
$377K 0.02%
24,559
-17,638
505
$376K 0.02%
517
+44
506
$373K 0.02%
4,991
+1,479
507
$373K 0.02%
+3,940
508
$373K 0.02%
25,844
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509
$372K 0.02%
+845
510
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+7,706
511
$364K 0.02%
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512
$363K 0.02%
38,822
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513
$362K 0.02%
4,869
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514
$361K 0.02%
3,339
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515
$360K 0.02%
11,541
-6,074
516
$359K 0.02%
21,684
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517
$357K 0.02%
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518
$355K 0.02%
2,405
519
$354K 0.02%
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520
$354K 0.02%
64,412
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521
$350K 0.02%
9,172
-16,088
522
$346K 0.02%
2,574
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523
$345K 0.02%
14,375
+5,225
524
$344K 0.02%
15,725
+5,725
525
$344K 0.02%
58,959
-67,086
19 20
21
22 23