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
851
$95.2K ﹤0.01%
+10,027
852
$92.6K ﹤0.01%
16,417
-10,180
853
$92.5K ﹤0.01%
+13,006
854
$85K ﹤0.01%
+12,444
855
$76.5K ﹤0.01%
+14,678
856
$75.6K ﹤0.01%
22,377
-8,384
857
$71.4K ﹤0.01%
+12,522
858
$64.8K ﹤0.01%
13,895
-1,051
859
$63.5K ﹤0.01%
+2,256
860
$58.7K ﹤0.01%
10,680
-6,647
861
$57.6K ﹤0.01%
15,571
-1,088
862
$56.7K ﹤0.01%
23,038
863
$55.1K ﹤0.01%
21,600
-12,159
864
$53.6K ﹤0.01%
10,000
865
$48.1K ﹤0.01%
28,655
-18,841
866
$39.6K ﹤0.01%
+13,745
867
$19.9K ﹤0.01%
11,246
+235
868
– –
-352
869
– –
-14,448
870
– –
-54,806
871
– –
-8,448
872
– –
-10,574
873
– –
-12,835
874
– –
-11,556
875
– –
-14,812
33 34
35
36 37