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
753
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
726
– –
-1,352
727
– –
-479
728
– –
-1,808
729
– –
-3,159
730
– –
-5,386
731
– –
-1,978
732
– –
-13,016
733
– –
-16,436
734
– –
-11,714
735
– –
-9,420
736
– –
-23,390
737
– –
-2,665
738
– –
-19,331
739
– –
-8,826
740
– –
-6,611
741
– –
-12,279
742
– –
-34,696
743
– –
-3,685
744
– –
-1,388,511
745
– –
-3,640
746
– –
-15,620
747
– –
-22,308
748
– –
-16,951
749
– –
-11,617
750
– –
-23,351
27 28 29
30
31