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
753
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
626
$223K 0.01%
4,889
-2,327
627
$223K 0.01%
3,371
-1,018
628
$222K 0.01%
2,759
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629
$221K 0.01%
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630
$220K 0.01%
+23,029
631
$220K 0.01%
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632
$219K 0.01%
33,192
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633
$219K 0.01%
6,508
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634
$219K 0.01%
2,122
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635
$219K 0.01%
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636
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36,093
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637
$212K 0.01%
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638
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785
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639
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38,795
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640
$207K 0.01%
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641
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$205K 0.01%
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$202K 0.01%
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646
$186K 0.01%
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647
$179K 0.01%
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648
$177K 0.01%
+20,155
649
$176K 0.01%
68,116
-21,793
650
$176K 0.01%
11,359
-454
24 25
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