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
$2.22B
AUM Growth
+$217M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
714
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.11M
3
+$5.89M
4
V icon
Visa
V
+$5.8M
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$5.23M

Top Sells

1
+$4.89M
2
+$2.9M
3
+$2.4M
4
LMT icon
Lockheed Martin
LMT
+$2.19M
5
CXT icon
Crane NXT
CXT
+$2.17M

Sector Composition

1 Technology 11.59%
2 Financials 6.41%
3 Healthcare 4.99%
4 Industrials 4.9%
5 Consumer Discretionary 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$109K ﹤0.01%
+16,405
652
$104K ﹤0.01%
+12,896
653
$103K ﹤0.01%
+11,714
654
$101K ﹤0.01%
17,365
-6,241
655
$97K ﹤0.01%
18,158
-3,319
656
$90K ﹤0.01%
40,000
+10,000
657
$88.9K ﹤0.01%
+12,085
658
$88.8K ﹤0.01%
+18,528
659
$78.8K ﹤0.01%
+10,000
660
$71.6K ﹤0.01%
+14,210
661
$69.6K ﹤0.01%
23,038
662
$54.6K ﹤0.01%
10,815
663
$52.8K ﹤0.01%
10,936
-6,155
664
$40.3K ﹤0.01%
16,436
-24,028
665
$34.5K ﹤0.01%
+10,080
666
– –
-2,138
667
– –
-17,485
668
– –
-12,192
669
– –
-1,558
670
– –
-27,464
671
– –
-27,644
672
– –
-5,759
673
– –
-1,028
674
– –
-14,446
675
– –
-6,539
25 26
27
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