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
576
– –
-14,000
577
– –
-645
578
– –
-2,919
579
– –
-828
580
– –
-11,825
581
– –
-18,490
582
– –
-17,903
583
– –
-6,839
584
– –
-1,245
585
– –
-7,865
586
– –
-24,031
587
– –
-13,866
588
– –
-8,318
589
– –
-11,783
590
– –
-8,016
591
– –
-16,908
592
– –
-14,216
593
– –
-763
594
– –
-2,999
595
– –
-2,232
596
– –
-1,120
597
– –
-1,160
598
– –
-4,593
599
– –
-4,949
600
– –
-4,193
21 22 23
24
25