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
676
$101K ﹤0.01%
10,275
-8,247
677
$101K ﹤0.01%
19,792
-5,269
678
$94.6K ﹤0.01%
25,930
-15,946
679
$81.4K ﹤0.01%
11,348
-10,894
680
$78.9K ﹤0.01%
10,350
-7,430
681
$78.5K ﹤0.01%
18,873
+345
682
$76.7K ﹤0.01%
29,976
-130,383
683
$75.3K ﹤0.01%
23,038
684
$73.1K ﹤0.01%
15,413
+3,328
685
$72.1K ﹤0.01%
+19,643
686
$71.9K ﹤0.01%
10,508
-2,388
687
$69.2K ﹤0.01%
10,000
688
$69.1K ﹤0.01%
10,268
-4,579
689
$66.7K ﹤0.01%
+10,271
690
$63.3K ﹤0.01%
12,978
-23,873
691
$61.2K ﹤0.01%
40,000
692
$57.6K ﹤0.01%
+24,816
693
$51.9K ﹤0.01%
10,815
694
$51.7K ﹤0.01%
11,150
+214
695
$47.8K ﹤0.01%
+10,922
696
$44.1K ﹤0.01%
+12,861
697
$43.6K ﹤0.01%
+16,753
698
$43K ﹤0.01%
+10,566
699
$41.6K ﹤0.01%
+18,247
700
$40.3K ﹤0.01%
+11,060
26 27
28
29 30