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
$3.32B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$5.04M
3
+$4.71M
4
BND icon
Vanguard Total Bond Market
BND
+$4.58M
5
AAPL icon
Apple
AAPL
+$4.03M

Top Sells

1
+$2.04M
2
+$2.04M
3
+$1.75M
4
LLY icon
Eli Lilly
LLY
+$1.65M
5
RIO icon
Rio Tinto
RIO
+$1.56M

Sector Composition

1 Technology 12.88%
2 Financials 7.91%
3 Healthcare 5.16%
4 Consumer Discretionary 4.88%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$296K 0.01%
2,851
-596
702
$296K 0.01%
4,373
-500
703
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+6,227
704
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705
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706
$292K 0.01%
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707
$292K 0.01%
2,090
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708
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23,433
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710
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3,451
-1,086
711
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988
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712
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713
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3,614
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715
$280K 0.01%
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716
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16,677
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16,622
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719
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34,079
-6,315
720
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721
$274K 0.01%
3,913
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722
$274K 0.01%
+2,278
723
$271K 0.01%
+1,637
724
$271K 0.01%
5,955
+82
725
$271K 0.01%
+4,402
27 28
29
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