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
826
$180K 0.01%
+31,005
827
$177K 0.01%
33,901
828
$175K 0.01%
10,808
+303
829
$169K 0.01%
+13,302
830
$166K 0.01%
16,068
-5,448
831
$162K ﹤0.01%
21,813
+3,183
832
$162K ﹤0.01%
19,064
+1,113
833
$162K ﹤0.01%
82,212
-53,671
834
$156K ﹤0.01%
43,215
+23,227
835
$156K ﹤0.01%
32,058
-3,174
836
$153K ﹤0.01%
21,145
-2,613
837
$152K ﹤0.01%
+16,623
838
$144K ﹤0.01%
12,045
-144
839
$143K ﹤0.01%
11,970
-328
840
$142K ﹤0.01%
26,080
-37,094
841
$141K ﹤0.01%
+10,348
842
$140K ﹤0.01%
41,457
-14,129
843
$136K ﹤0.01%
20,048
+1,922
844
$121K ﹤0.01%
48,139
845
$121K ﹤0.01%
24,190
-24,189
846
$121K ﹤0.01%
12,793
-884
847
$118K ﹤0.01%
19,030
-799
848
$117K ﹤0.01%
10,041
-2,766
849
$114K ﹤0.01%
50,226
+25,020
850
$98.8K ﹤0.01%
12,535
-1,157
32 33
34
35 36