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
526
$344K 0.02%
6,428
-1,547
527
$344K 0.02%
18,912
+3,800
528
$343K 0.02%
+233
529
$343K 0.02%
+81,288
530
$337K 0.02%
2,984
-29
531
$337K 0.02%
17,592
+1,095
532
$333K 0.01%
23,255
533
$331K 0.01%
+5,256
534
$330K 0.01%
23,209
+7,202
535
$328K 0.01%
5,158
-185
536
$326K 0.01%
4,447
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537
$322K 0.01%
7,614
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538
$317K 0.01%
+5,673
539
$313K 0.01%
83,207
+14,492
540
$313K 0.01%
98,313
+10,369
541
$308K 0.01%
4,260
542
$308K 0.01%
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543
$308K 0.01%
20,271
-8,267
544
$304K 0.01%
9,842
+102
545
$303K 0.01%
7,090
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546
$301K 0.01%
12,281
-3,073
547
$301K 0.01%
8,043
+764
548
$299K 0.01%
+3,976
549
$298K 0.01%
+2,385
550
$298K 0.01%
18,658
-3,391
20 21
22
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