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
$301K0.01% 6,545
+3,218
+97%
+$148K
$300K0.01% 2,907
+69
+2%
+$7.12K
$294K0.01% 3,118
+406
+15%
+$38.3K
$292K0.01% 3,195
+507
+19%
+$46.4K
$292K0.01% 10,120
-2,932
-22%
-$84.6K
$290K0.01%
+2,348
 New
+$290K
$289K0.01% 3,923
+1,124
+40%
+$82.9K
$289K0.01% 8,801
-3,251
-27%
-$107K
$289K0.01% 1,921
-181
-9%
-$27.2K
$287K0.01%
+254,360
 New
+$287K
$286K0.01% 9,910
-4,299
-30%
-$124K
$286K0.01% 3,678––
$285K0.01%
+2,221
 New
+$285K
$284K0.01% 3,125
-439
-12%
-$39.9K
$281K0.01% 4,425
-712
-14%
-$45.3K
$280K0.01% 139,182––
$278K0.01% 1,653
-225
-12%
-$37.8K
$277K0.01% 6,738
+1,110
+20%
+$45.7K
$275K0.01% 6,684
+194
+3%
+$7.98K
$275K0.01% 4,800––
$274K0.01%
+6,056
 New
+$274K
$272K0.01% 22,341
-40,489
-64%
-$493K
$270K0.01%
+10,173
 New
+$270K
$270K0.01%
+4,585
 New
+$270K
$270K0.01% 2,124
+129
+6%
+$16.4K
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