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
$191K0.01% 41,945
-4,171
-9%
-$19K
$177K0.01% 11,352
-5,717
-33%
-$89.2K
$176K0.01% 13,090
-12,215
-48%
-$164K
$175K0.01%
+13,209
 New
+$175K
$172K0.01% 31,332
-7,105
-18%
-$38.9K
$165K﹤0.01% 11,110
+573
+5%
+$8.53K
$164K﹤0.01%
+17,588
 New
+$164K
$164K﹤0.01%
+16,297
 New
+$164K
$163K﹤0.01% 11,709
-1,803
-13%
-$25.1K
$160K﹤0.01% 24,637
-6,719
-21%
-$43.7K
$154K﹤0.01% 15,958
-1,867
-10%
-$18K
$153K﹤0.01%
+18,660
 New
+$153K
$152K﹤0.01% 20,056
-404
-2%
-$3.06K
$152K﹤0.01%
+10,570
 New
+$152K
$151K﹤0.01%
+21,371
 New
+$151K
$147K﹤0.01% 13,082
-3,935
-23%
-$44.1K
$139K﹤0.01% 11,954––
$138K﹤0.01%
+48,397
 New
+$138K
$133K﹤0.01% 14,108
-20,428
-59%
-$193K
$133K﹤0.01% 10,855
-146
-1%
-$1.79K
$117K﹤0.01% 11,651
-966
-8%
-$9.69K
$116K﹤0.01%
+31,268
 New
+$116K
$111K﹤0.01%
+17,412
 New
+$111K
$107K﹤0.01% 28,521
-39,382
-58%
-$148K
$103K﹤0.01%
+48,967
 New
+$103K
1 343536373840