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
$3.32B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$5.04M
3
+$4.71M
4
BND icon
Vanguard Total Bond Market
BND
+$4.58M
5
AAPL icon
Apple
AAPL
+$4.03M

Top Sells

1
+$2.04M
2
+$2.04M
3
+$1.75M
4
LLY icon
Eli Lilly
LLY
+$1.65M
5
RIO icon
Rio Tinto
RIO
+$1.56M

Sector Composition

1 Technology 12.88%
2 Financials 7.91%
3 Healthcare 5.16%
4 Consumer Discretionary 4.88%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$402K 0.01%
15,750
627
$401K 0.01%
19,784
-5,933
628
$401K 0.01%
6,958
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48,850
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630
$399K 0.01%
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631
$395K 0.01%
2,764
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632
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633
$389K 0.01%
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634
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635
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27,169
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636
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4,002
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637
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638
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10,159
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640
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642
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6,667
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647
$374K 0.01%
8,248
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648
$371K 0.01%
+18,580
649
$369K 0.01%
4,724
+152
650
$368K 0.01%
2,865
-630
24 25
26
27 28