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
726
$270K 0.01%
+7,079
727
$270K 0.01%
4,938
-2,624
728
$269K 0.01%
5,258
-100
729
$269K 0.01%
26,901
-10,187
730
$268K 0.01%
854
-41
731
$268K 0.01%
9,182
-372
732
$267K 0.01%
3,444
-146
733
$267K 0.01%
+4,820
734
$266K 0.01%
1,218
735
$263K 0.01%
7,921
-21,324
736
$263K 0.01%
+7,552
737
$262K 0.01%
+484
738
$262K 0.01%
7,115
+115
739
$261K 0.01%
6,228
-651
740
$259K 0.01%
+996
741
$257K 0.01%
35,177
-20,701
742
$257K 0.01%
797
743
$256K 0.01%
626
-502
744
$256K 0.01%
+4,224
745
$256K 0.01%
+2,723
746
$255K 0.01%
4,896
-1,585
747
$254K 0.01%
2,299
+43
748
$254K 0.01%
2,459
+115
749
$253K 0.01%
2,893
-55
750
$251K 0.01%
20,524
-4,384
28 29
30
31 32