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
701
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702
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703
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704
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-8,759
705
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-21,041
706
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-8,281
707
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-859
708
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-14,541
709
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-929
710
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-4,786
711
– –
-8,665
712
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-14,096
713
– –
-69,891
714
– –
-10,610
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