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
501
$624K 0.02%
14,046
-3,618
502
$623K 0.02%
65,547
+4,669
503
$621K 0.02%
2,703
+223
504
$621K 0.02%
60,820
+14,328
505
$620K 0.02%
2,209
+45
506
$619K 0.02%
44,062
+14,253
507
$619K 0.02%
20,821
508
$617K 0.02%
4,868
-1,324
509
$615K 0.02%
1,636
+77
510
$614K 0.02%
3,116
-54
511
$613K 0.02%
10,521
-1,306
512
$612K 0.02%
1,775
-31
513
$611K 0.02%
1,765
-19
514
$604K 0.02%
+4,559
515
$601K 0.02%
51,618
+36,737
516
$593K 0.02%
+6,288
517
$588K 0.02%
2,527
-432
518
$585K 0.02%
659
+142
519
$581K 0.02%
37,452
+10,699
520
$580K 0.02%
12,043
-10,687
521
$575K 0.02%
+6,696
522
$575K 0.02%
7,301
-1,525
523
$570K 0.02%
11,279
-2,221
524
$569K 0.02%
4,333
-1,479
525
$568K 0.02%
+2,106
19 20
21
22 23