RWM

Ritholtz Wealth Management Portfolio holdings

AUM $3.35B
This Quarter Return
-0.18%
1 Year Return
+11.52%
3 Year Return
+45.47%
5 Year Return
+134.96%
10 Year Return
–
AUM
$3.35B
AUM Growth
-$56.9M
Cap. Flow
+$14.4M
Cap. Flow %
0.43%
Top 10 Hldgs %
38.78%
Holding
977
New
125
Increased
416
Reduced
336
Closed
57

Top Buys

1
$63.1M
2
$21.2M
3
$19.3M
4
$15.7M
5
$11.6M

Top Sells

1
$170M
2
$83.6M
3
$31.4M
4
$7.94M
5
$4.9M

Sector Composition

1Technology12.91%
2Financials9.56%
3Healthcare5.25%
4Consumer Discretionary5.08%
5Industrials4.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$585K0.02%
+8,917
 New
+$585K
$585K0.02% 8,218
+574
+8%
+$40.8K
$584K0.02% 716
+45
+7%
+$36.7K
$584K0.02% 8,475––
$582K0.02% 2,983
-53
-2%
-$10.3K
$578K0.02% 8,811
+750
+9%
+$49.2K
$572K0.02% 25,902
+158
+0.6%
+$3.49K
$572K0.02% 8,120
+2,990
+58%
+$211K
$571K0.02% 43,301
-37,294
-46%
-$492K
$569K0.02%
+1,993
 New
+$569K
$567K0.02% 8,939
+2,095
+31%
+$133K
$561K0.02% 3,025
+40
+1%
+$7.42K
$557K0.02% 11,499
-91
-0.8%
-$4.41K
$554K0.02%
+3,643
 New
+$554K
$554K0.02%
+20,728
 New
+$554K
$549K0.02% 38,167
+23,451
+159%
+$337K
$549K0.02% 2,750
+474
+21%
+$94.6K
$548K0.02% 65,447
+20,349
+45%
+$170K
$544K0.02% 32,648
-7,015
-18%
-$117K
$543K0.02% 62,366
+4,782
+8%
+$41.7K
$534K0.02% 21,322
+4,787
+29%
+$120K
$534K0.02% 20,078
-4,508
-18%
-$120K
$532K0.02% 1,112
+246
+28%
+$118K
$531K0.02% 897
-1
-0.1%
-$592
$525K0.02%
+93,012
 New
+$525K
1 212223242540