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
651
$172K 0.01%
16,087
-6,525
652
$170K 0.01%
48,139
653
$167K 0.01%
+12,206
654
$167K 0.01%
11,312
+660
655
$166K 0.01%
68,440
+3,054
656
$165K 0.01%
108,615
657
$160K 0.01%
12,053
658
$157K 0.01%
42,958
-22,302
659
$156K 0.01%
+13,831
660
$151K 0.01%
21,583
-17,874
661
$144K 0.01%
17,005
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662
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22,122
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663
$141K 0.01%
10,694
-2,831
664
$140K 0.01%
+16,096
665
$139K 0.01%
12,630
-6,105
666
$137K 0.01%
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667
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668
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669
$131K 0.01%
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670
$129K 0.01%
17,387
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671
$126K 0.01%
25,388
-376
672
$126K 0.01%
23,873
+5,715
673
$123K 0.01%
+13,411
674
$111K 0.01%
+15,633
675
$107K ﹤0.01%
16,243
+2,033
25 26
27
28 29