RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.22B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.11M
3
+$5.89M
4
V icon
Visa
V
+$5.8M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$5.23M

Top Sells

1
+$4.89M
2
+$2.9M
3
+$2.4M
4
LMT icon
Lockheed Martin
LMT
+$2.19M
5
CXT icon
Crane NXT
CXT
+$2.17M

Sector Composition

1 Technology 11.59%
2 Financials 6.41%
3 Healthcare 4.99%
4 Industrials 4.9%
5 Consumer Discretionary 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$286K 0.01%
3,030
+170
552
$285K 0.01%
87,944
+9,732
553
$284K 0.01%
16,032
-10,892
554
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1,426
-215
555
$283K 0.01%
15,112
556
$282K 0.01%
4,008
557
$278K 0.01%
13,016
-5,744
558
$274K 0.01%
24,282
-4,328
559
$274K 0.01%
6,752
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560
$273K 0.01%
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561
$272K 0.01%
989
-61
562
$271K 0.01%
65,260
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563
$270K 0.01%
+16,007
564
$270K 0.01%
3,495
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565
$267K 0.01%
5,128
-220
566
$267K 0.01%
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567
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568
$266K 0.01%
11,646
-2,553
569
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51,940
-1,937
570
$263K 0.01%
11,732
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571
$263K 0.01%
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572
$262K 0.01%
69,709
-4,489
573
$262K 0.01%
8,328
+412
574
$261K 0.01%
+10,849
575
$260K 0.01%
1,267
21 22
23
24 25