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
$225K0.01% 1,979
+363
+22%
+$41.3K
$225K0.01% 1,394
+5
+0.4%
+$807
$224K0.01%
+979
 New
+$224K
$224K0.01% 28,321
-1,040
-4%
-$8.22K
$223K0.01% 2,353
-250
-10%
-$23.7K
$223K0.01% 418––
$222K0.01% 1,113
-87
-7%
-$17.4K
$222K0.01% 7,216
-215
-3%
-$6.61K
$221K0.01% 4,141
-569
-12%
-$30.4K
$220K0.01% 3,581
-6,917
-66%
-$426K
$220K0.01% 3,615
-121
-3%
-$7.37K
$219K0.01%
+1,697
 New
+$219K
$219K0.01% 5,226––
$218K0.01% 37,592
-54,821
-59%
-$319K
$218K0.01% 15,058
-35
-0.2%
-$506
$217K0.01% 6,394
-506
-7%
-$17.2K
$217K0.01%
+5,414
 New
+$217K
$217K0.01% 3,032
-994
-25%
-$71.1K
$216K0.01% 57,859
-11,141
-16%
-$41.6K
$215K0.01%
+5,076
 New
+$215K
$214K0.01% 1,084
-6
-0.6%
-$1.19K
$214K0.01%
+8,052
 New
+$214K
$214K0.01% 9,078
+130
+1%
+$3.06K
$214K0.01%
+4,198
 New
+$214K
$213K0.01% 73,584
-23,483
-24%
-$67.9K
1 323334353640