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
51
$8.15M 0.25%
97,983
+8,911
52
$8.01M 0.24%
34,217
+826
53
$7.86M 0.24%
174,937
+2,837
54
$7.73M 0.23%
9,281
+2,710
55
$7.65M 0.23%
149,925
+9,345
56
$7.65M 0.23%
65,052
-31
57
$7.52M 0.23%
38,057
-804
58
$7.12M 0.21%
163,920
+2,871
59
$7M 0.21%
147,453
+1,379
60
$6.91M 0.21%
174,175
-16,093
61
$6.86M 0.21%
35,364
-223
62
$6.49M 0.2%
83,338
+17,103
63
$6.48M 0.2%
16,884
+3,828
64
$6.4M 0.19%
61,622
+6,993
65
$6.3M 0.19%
12,734
-1,484
66
$6.22M 0.19%
27,130
+2,157
67
$6.08M 0.18%
205,746
+22,354
68
$5.74M 0.17%
45,471
+2,569
69
$5.73M 0.17%
571,633
+194,167
70
$5.7M 0.17%
155,821
+33,156
71
$5.68M 0.17%
49,993
-109
72
$5.68M 0.17%
125,598
+24,149
73
$5.66M 0.17%
27,499
+235
74
$5.57M 0.17%
22,611
-1,381
75
$5.55M 0.17%
84,224
+9,585
1 2
3
4 5