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
801
$213K 0.01%
+2,059
802
$212K 0.01%
20,915
-12,926
803
$211K 0.01%
+2,026
804
$210K 0.01%
+2,340
805
$207K 0.01%
1,519
-144
806
$206K 0.01%
1,200
-332
807
$206K 0.01%
+2,257
808
$205K 0.01%
2,443
-102
809
$203K 0.01%
3,125
-506
810
$203K 0.01%
+3,528
811
$202K 0.01%
+3,246
812
$201K 0.01%
+6,012
813
$201K 0.01%
16,674
-857
814
$201K 0.01%
+502
815
$200K 0.01%
+9,000
816
$200K 0.01%
+1,618
817
$197K 0.01%
13,215
-332
818
$197K 0.01%
16,060
819
$195K 0.01%
34,141
-2,135
820
$189K 0.01%
48,100
+9,920
821
$188K 0.01%
41,365
-36,089
822
$187K 0.01%
20,972
-493
823
$185K 0.01%
+16,690
824
$182K 0.01%
+11,360
825
$180K 0.01%
+25,190
31 32
33
34 35