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
$210K0.01% 6,513
-3,217
-33%
-$104K
$210K0.01%
+1,983
 New
+$210K
$209K0.01% 2,655
-176
-6%
-$13.9K
$209K0.01% 5,311
-7,595
-59%
-$299K
$208K0.01% 33,901––
$207K0.01% 4,369
-5,082
-54%
-$241K
$207K0.01% 6,970
-3,541
-34%
-$105K
$206K0.01%
+5,426
 New
+$206K
$206K0.01%
+3,000
 New
+$206K
$205K0.01% 3,275
-48
-1%
-$3K
$204K0.01% 9,146
-4,465
-33%
-$99.7K
$204K0.01%
+24,436
 New
+$204K
$204K0.01% 5,870
-3,207
-35%
-$111K
$203K0.01% 4,105
-688
-14%
-$34.1K
$203K0.01% 832
-54
-6%
-$13.2K
$202K0.01%
+5,272
 New
+$202K
$202K0.01%
+1,023
 New
+$202K
$201K0.01% 1,682
+64
+4%
+$7.66K
$201K0.01% 21,662
-4,165
-16%
-$38.7K
$200K0.01%
+21,223
 New
+$200K
$200K0.01% 12,283
-1,599
-12%
-$26K
$199K0.01% 50,981
-78,531
-61%
-$306K
$199K0.01% 17,800
+5,513
+45%
+$61.5K
$198K0.01% 35,601
-66,060
-65%
-$368K
$191K0.01% 12,043––
1 333435363740