RWM

Ritholtz Wealth Management Portfolio holdings

AUM $3.35B
This Quarter Return
-0.18%
1 Year Return
+11.52%
3 Year Return
+45.47%
5 Year Return
+134.96%
10 Year Return
–
AUM
$3.35B
AUM Growth
-$56.9M
Cap. Flow
+$14.4M
Cap. Flow %
0.43%
Top 10 Hldgs %
38.78%
Holding
977
New
125
Increased
416
Reduced
336
Closed
57

Top Buys

1
$63.1M
2
$21.2M
3
$19.3M
4
$15.7M
5
$11.6M

Top Sells

1
$170M
2
$83.6M
3
$31.4M
4
$7.94M
5
$4.9M

Sector Composition

1Technology12.91%
2Financials9.56%
3Healthcare5.25%
4Consumer Discretionary5.08%
5Industrials4.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$371K0.01% 143,382
+33,506
+30%
+$86.8K
$371K0.01% 2,424
-57
-2%
-$8.73K
$371K0.01% 2,709
+1,323
+95%
+$181K
$369K0.01% 702
+86
+14%
+$45.2K
$369K0.01%
+6,105
 New
+$369K
$369K0.01% 2,865––
$369K0.01% 1,666
-59
-3%
-$13.1K
$367K0.01% 3,535
+1,016
+40%
+$106K
$367K0.01% 2,289
-26
-1%
-$4.17K
$364K0.01% 16,750––
$363K0.01% 1,497
+8
+0.5%
+$1.94K
$363K0.01%
+3,764
 New
+$363K
$361K0.01% 261
+63
+32%
+$87.2K
$360K0.01%
+2,172
 New
+$360K
$359K0.01%
+37,764
 New
+$359K
$356K0.01% 3,462
-452
-12%
-$46.5K
$356K0.01% 2,538
+39
+2%
+$5.46K
$355K0.01%
+2,432
 New
+$355K
$355K0.01% 2,709
+122
+5%
+$16K
$354K0.01% 4,498
-826
-16%
-$65K
$353K0.01% 2,140
-1,116
-34%
-$184K
$352K0.01% 3,549
+1,186
+50%
+$118K
$349K0.01% 24,119
+10,236
+74%
+$148K
$349K0.01% 5,496
+1,103
+25%
+$70.1K
$348K0.01%
+10,532
 New
+$348K
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