RWM

Ritholtz Wealth Management Portfolio holdings

AUM $3.35B
This Quarter Return
-0.18%
1 Year Return
+11.52%
3 Year Return
+45.47%
5 Year Return
+134.96%
10 Year Return
–
AUM
$3.35B
AUM Growth
-$56.9M
Cap. Flow
+$14.4M
Cap. Flow %
0.43%
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

1Technology12.91%
2Financials9.56%
3Healthcare5.25%
4Consumer Discretionary5.08%
5Industrials4.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$320K0.01% 3,926
+1,449
+59%
+$118K
$319K0.01% 15,312
-4,204
-22%
-$87.5K
$318K0.01%
+6,514
 New
+$318K
$316K0.01%
+119,803
 New
+$316K
$316K0.01% 3,863
+21
+0.6%
+$1.72K
$312K0.01% 6,075
-453
-7%
-$23.3K
$312K0.01% 40,022
+3,140
+9%
+$24.5K
$312K0.01% 7,201
-2,932
-29%
-$127K
$312K0.01% 1,489
-38
-2%
-$7.96K
$311K0.01%
+8,605
 New
+$311K
$310K0.01% 1,816
+184
+11%
+$31.4K
$309K0.01% 4,805––
$309K0.01% 5,363
+19
+0.4%
+$1.09K
$308K0.01% 486
+35
+8%
+$22.2K
$308K0.01% 4,278
+644
+18%
+$46.4K
$307K0.01% 99,615
-144,964
-59%
-$446K
$305K0.01% 14,809
-2,033
-12%
-$41.9K
$305K0.01% 3,989
+644
+19%
+$49.2K
$305K0.01%
+19,922
 New
+$305K
$304K0.01% 55,822
+13,779
+33%
+$75.1K
$303K0.01% 11,156
-3,842
-26%
-$104K
$303K0.01%
+2,038
 New
+$303K
$302K0.01%
+15,100
 New
+$302K
$302K0.01% 39,187
-7,191
-16%
-$55.4K
$301K0.01% 5,138
+267
+5%
+$15.6K
1 282930313240