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
$2.23B
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$71M
2
+$24.7M
3
+$14.1M
4
AAPL icon
Apple
AAPL
+$10.9M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.72M

Top Sells

1
+$68.3M
2
+$36.5M
3
+$33.9M
4
MP icon
MP Materials
MP
+$10.5M
5
MO icon
Altria Group
MO
+$4.42M

Sector Composition

1 Technology 11.71%
2 Financials 6.89%
3 Healthcare 5.11%
4 Consumer Discretionary 4.95%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.94M 0.27%
6,838
-166
52
$5.49M 0.25%
53,314
+1,756
53
$5.45M 0.24%
65,640
+6,160
54
$5.17M 0.23%
21,493
+5,100
55
$5.17M 0.23%
31,659
-169
56
$5M 0.22%
40,165
+1,024
57
$4.8M 0.22%
75,459
-5,424
58
$4.75M 0.21%
42,336
-908
59
$4.7M 0.21%
27,846
+366
60
$4.67M 0.21%
62,382
-1,390
61
$4.59M 0.21%
136,430
+14,894
62
$4.54M 0.2%
21,567
+136
63
$4.49M 0.2%
63,342
+8,186
64
$4.45M 0.2%
51,192
-1,966
65
$4.42M 0.2%
16,784
-677
66
$4.4M 0.2%
50,735
-1,372
67
$4.37M 0.2%
21,456
+460
68
$4.35M 0.2%
47,015
+25,734
69
$4.34M 0.2%
83,722
-1,012
70
$4.21M 0.19%
94,865
+1,979
71
$4.18M 0.19%
57,733
-809
72
$4.1M 0.18%
59,014
+688
73
$3.95M 0.18%
117,202
+2,216
74
$3.89M 0.17%
100,484
+12,083
75
$3.87M 0.17%
22,237
+3,076
1 2
3
4 5