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
576
$263K 0.01%
3,090
-4,978
577
$263K 0.01%
23,400
+7,139
578
$259K 0.01%
57,325
+30,433
579
$259K 0.01%
2,512
-1
580
$258K 0.01%
2,405
-1,374
581
$258K 0.01%
28,644
+12,060
582
$256K 0.01%
4,046
-139
583
$255K 0.01%
8,886
-6,616
584
$254K 0.01%
1,397
-29
585
$252K 0.01%
+2,472
586
$251K 0.01%
10,212
-2,973
587
$250K 0.01%
+2,295
588
$249K 0.01%
51,933
-7
589
$248K 0.01%
5,852
-270
590
$247K 0.01%
5,066
-62
591
$247K 0.01%
1,267
592
$247K 0.01%
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593
$246K 0.01%
1,738
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594
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595
$245K 0.01%
11,780
-2,378
596
$244K 0.01%
+6,833
597
$243K 0.01%
+6,839
598
$243K 0.01%
3,378
-1,226
599
$243K 0.01%
+10,551
600
$243K 0.01%
1,598
-301
22 23
24
25 26