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
$1.48B
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.45M
3
+$5.93M
4
AAPL icon
Apple
AAPL
+$5.47M
5
ABBV icon
AbbVie
ABBV
+$5.35M

Top Sells

1
+$135M
2
+$8.46M
3
+$4.65M
4
STX icon
Seagate
STX
+$1.91M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$1.09M

Sector Composition

1 Technology 10.76%
2 Financials 5.75%
3 Healthcare 4.35%
4 Consumer Discretionary 3.82%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.14M 0.21%
29,242
-6,596
52
$3.05M 0.21%
60,415
+32,618
53
$3.02M 0.2%
119,267
-20,578
54
$3.01M 0.2%
58,057
+3,740
55
$2.99M 0.2%
11,984
-556
56
$2.9M 0.2%
41,999
+1,114
57
$2.89M 0.2%
45,146
-255
58
$2.79M 0.19%
11,532
+3,490
59
$2.74M 0.19%
46,260
-14,309
60
$2.74M 0.19%
49,356
+12,156
61
$2.71M 0.18%
43,110
+11,850
62
$2.67M 0.18%
4,637
+822
63
$2.65M 0.18%
32,961
+4,195
64
$2.61M 0.18%
3,911
+57
65
$2.59M 0.18%
8,654
-682
66
$2.41M 0.16%
15,747
+76
67
$2.41M 0.16%
58,479
-1,386
68
$2.39M 0.16%
51,800
+3,312
69
$2.34M 0.16%
47,226
+2,381
70
$2.31M 0.16%
10,373
-2,348
71
$2.31M 0.16%
21,021
-2,370
72
$2.3M 0.16%
63,322
+15,194
73
$2.28M 0.15%
113,936
+51,227
74
$2.28M 0.15%
13,597
+876
75
$2.27M 0.15%
58,842
-690
1 2
3
4 5