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
$267K0.01% 1,219––
$265K0.01% 2,858
-6,843
-71%
-$635K
$265K0.01% 3,031
+937
+45%
+$82K
$265K0.01% 12,008
+1,119
+10%
+$24.7K
$264K0.01% 1,533
+45
+3%
+$7.75K
$263K0.01% 23,829
-119
-0.5%
-$1.32K
$263K0.01%
+12,383
 New
+$263K
$262K0.01% 7,249
+1,727
+31%
+$62.5K
$262K0.01%
+2,396
 New
+$262K
$258K0.01% 2,301
-1,720
-43%
-$193K
$257K0.01% 21,609
+7,727
+56%
+$92K
$257K0.01% 2,617
-5
-0.2%
-$490
$256K0.01% 66,731
-17,781
-21%
-$68.3K
$256K0.01% 2,299––
$255K0.01%
+2,052
 New
+$255K
$254K0.01% 4,970
-17
-0.3%
-$870
$254K0.01% 825––
$254K0.01% 2,377
+473
+25%
+$50.5K
$254K0.01% 2,269
-659
-23%
-$73.7K
$253K0.01%
+4,864
 New
+$253K
$253K0.01% 23,898
-1,814
-7%
-$19.2K
$252K0.01% 3,968
+1,007
+34%
+$63.8K
$250K0.01% 6,782
-538
-7%
-$19.8K
$249K0.01% 2,068
-517
-20%
-$62.2K
$247K0.01%
+31,487
 New
+$247K
1 303132333440