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
$337M
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$5.65M
3
+$2.56M
4
DIS icon
Walt Disney
DIS
+$2.29M
5
CVX icon
Chevron
CVX
+$1.96M

Top Sells

1
+$754K
2
+$357K
3
+$335K
4
D icon
Dominion Energy
D
+$234K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$230K

Sector Composition

1 Technology 2.87%
2 Industrials 1.96%
3 Healthcare 1.86%
4 Energy 1.76%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$795K 0.24%
16,810
+7,669
52
$782K 0.23%
6,687
+2,750
53
$754K 0.22%
30,008
+46
54
$749K 0.22%
30,121
+15
55
$745K 0.22%
28,581
-14
56
$695K 0.21%
4,488
+523
57
$694K 0.21%
83,087
58
$688K 0.2%
9,635
+1,715
59
$614K 0.18%
16,610
+5,560
60
$599K 0.18%
3,800
61
$596K 0.18%
+2,850
62
$582K 0.17%
12,886
-1,081
63
$577K 0.17%
6,107
+200
64
$560K 0.17%
4,667
-2,790
65
$556K 0.16%
2,266
+218
66
$552K 0.16%
+7,312
67
$523K 0.16%
+11,036
68
$509K 0.15%
9,720
+3,560
69
$479K 0.14%
+4,950
70
$438K 0.13%
10,936
-164
71
$429K 0.13%
5,000
72
$416K 0.12%
+2,838
73
$409K 0.12%
+7,000
74
$401K 0.12%
7,052
+90
75
$401K 0.12%
2,331
+364
1 2
3
4 5