RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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
+$8.46M
2
+$4.9M
3
+$4.64M
4
BND icon
Vanguard Total Bond Market
BND
+$4.51M
5
AAPL icon
Apple
AAPL
+$3.86M

Top Sells

1
+$2.06M
2
+$1.96M
3
+$1.68M
4
ORCL icon
Oracle
ORCL
+$1.49M
5
OBIL icon
US Treasury 12 Month Bill ETF
OBIL
+$1.42M

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
776
$228K 0.01%
9,208
-5,705
777
$227K 0.01%
+6,102
778
$227K 0.01%
+5,610
779
$226K 0.01%
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780
$225K 0.01%
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781
$225K 0.01%
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782
$224K 0.01%
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783
$224K 0.01%
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784
$223K 0.01%
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785
$223K 0.01%
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786
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2,568
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787
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15,103
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-2,837
789
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796
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797
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798
$214K 0.01%
20,262
-7,789
799
$214K 0.01%
+2,594
800
$214K 0.01%
+797
30 31
32
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