RWM

Ritholtz Wealth Management Portfolio holdings

AUM $3.35B
AUM
$3.35B
AUM Growth
-$56.9M
Cap. Flow
+$31.9M
Cap. Flow %
0.95%
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

1Technology13.04%
2Financials9.56%
3Healthcare5.25%
4Consumer Discretionary5.07%
5Industrials4.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$8.88M0.27%13,200
+164
+1%
+$110K
$8.78M0.26%11
+9
+450%
+$7.19M
$8.57M0.26%36,274
+5,291
+17%
+$1.25M
$8.55M0.26%23,054
+6,570
+40%
+$2.44M
$8.37M0.25%67,631
+1,785
+3%
+$221K
$8.33M0.25%39,735
+1,433
+4%
+$300K
$8.32M0.25%22,705
+1,010
+5%
+$370K
$7.99M0.24%21,619
-462
-2%
-$171K
$7.91M0.24%137,797
-3,311
-2%
-$190K
$7.64M0.23%183,019
+2,487
+1%
+$104K
$7.54M0.23%28,097
+70
+0.3%
+$18.8K
$7.53M0.22%165,971
-8,298
-5%
-$376K
$7.26M0.22%143,962
-4,272
-3%
-$215K
$7.24M0.22%104,309
-16,517
-14%
-$1.15M
$7.06M0.21%23,109
+3,663
+19%
+$1.12M
$6.85M0.2%7,351
+1,330
+22%
+$1.24M
$6.64M0.2%160,527
-13,704
-8%
-$567K
$6.59M0.2%73,384
+18,899
+35%
+$1.7M
$6.51M0.19%478,174
+11,974
+3%
+$163K
$6.41M0.19%48,332
+3,905
+9%
+$518K
$6.35M0.19%16,561
+176
+1%
+$67.5K
$6.28M0.19%30,393
+2,866
+10%
+$593K
$6.27M0.19%79,599
-7,351
-8%
-$579K
$5.99M0.18%29,147
+1,363
+5%
+$280K
$5.9M0.18%44,605
+2,071
+5%
+$274K
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