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
$1.48B
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$9.14M
2
+$7.65M
3
+$5.86M
4
AAPL icon
Apple
AAPL
+$5.27M
5
ABBV icon
AbbVie
ABBV
+$4.8M

Top Sells

1
+$132M
2
+$8.34M
3
+$4.58M
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
601
– –
-15,588
602
– –
-5,446
603
– –
-7,610
604
– –
-3,029
605
– –
-25,106
606
– –
-4,848
607
– –
-1,352
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