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
526
$144K 0.01%
12,674
-1,786
527
$127K 0.01%
+18,245
528
$122K 0.01%
10,476
-5,362
529
$111K 0.01%
17,032
+6,165
530
$98K 0.01%
19,077
+4,604
531
$97K 0.01%
+3,597
532
$94K 0.01%
11,722
-3,777
533
$80K 0.01%
+10,000
534
$78K 0.01%
12,605
+678
535
$69K ﹤0.01%
10,815
536
$69K ﹤0.01%
14,841
-1,702
537
$64K ﹤0.01%
+15,031
538
$62K ﹤0.01%
10,408
-1,221
539
$62K ﹤0.01%
+23,664
540
$57K ﹤0.01%
11,933
-1,998
541
$37K ﹤0.01%
10,321
-2,363
542
$29K ﹤0.01%
+12,835
543
$15K ﹤0.01%
2,468
544
– –
-4,848
545
– –
-25,106
546
– –
-3,029
547
– –
-7,610
548
– –
-15,588
549
– –
-1,152
550
– –
-1,782
20 21
22
23 24