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
601
$242K 0.01%
4,643
-16
602
$242K 0.01%
36,563
-1,374
603
$240K 0.01%
+1,019
604
$239K 0.01%
14,443
-12,288
605
$238K 0.01%
4,058
-45
606
$238K 0.01%
1,188
-12,460
607
$238K 0.01%
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608
$236K 0.01%
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609
$236K 0.01%
7,100
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610
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611
$235K 0.01%
33,519
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612
$235K 0.01%
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613
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+2,162
614
$231K 0.01%
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615
$231K 0.01%
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616
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617
$229K 0.01%
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$229K 0.01%
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619
$229K 0.01%
+13,470
620
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621
$228K 0.01%
1,004
622
$226K 0.01%
+10,754
623
$226K 0.01%
+2,167
624
$224K 0.01%
17,347
+4,737
625
$223K 0.01%
+9,454
23 24
25
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