RWM
Ritholtz Wealth Management Portfolio holdings
AUM $3.35B
AUM
$3.35B
AUM Growth
-$56.9M (-2%)
Cap. Flow
+$31.9M
Cap. Flow % of AUM
0.95%
Top 10 Holdings %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
| 1 | Technology | 13.04% |
| 2 | Financials | 9.56% |
| 3 | Healthcare | 5.25% |
| 4 | Consumer Discretionary | 5.07% |
| 5 | Industrials | 4.87% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -4,967 | Closed | – | |||
| $0 | 0% | 0 -6,228 | Closed | – | |||
| $0 | 0% | 0 -2,024 | Closed | – | |||
| $0 | 0% | 0 -9,441 | Closed | – | |||
| $0 | 0% | 0 -13,535 | Closed | – | |||
| $0 | 0% | 0 -8,772 | Closed | – | |||
| $0 | 0% | 0 -2,414 | Closed | – | |||
| $0 | 0% | 0 -6,156 | Closed | – | |||
| $0 | 0% | 0 -32,199 | Closed | – | |||
| $0 | 0% | 0 -12,688 | Closed | – | |||
| $0 | 0% | 0 -24,668 | Closed | – | |||
| $0 | 0% | 0 -34,035 | Closed | – | |||
| $0 | 0% | 0 -3,845 | Closed | – | |||
| $0 | 0% | 0 -11,859 | Closed | – | |||
| $0 | 0% | 0 -5,988 | Closed | – | |||
| $0 | 0% | 0 -19,723 | Closed | – | |||
| $0 | 0% | 0 -2,441 | Closed | – | |||
| $0 | 0% | 0 -10,829 | Closed | – | |||
| $0 | 0% | 0 -9,773 | Closed | – | |||
| $0 | 0% | 0 -20,128 | Closed | – | |||
| $0 | 0% | 0 -11,588 | Closed | – | |||
| $0 | 0% | 0 -719 | Closed | – | |||
| $0 | 0% | 0 -12,594 | Closed | – | |||
| $0 | 0% | 0 -43,485 | Closed | – | |||
| $0 | 0% | 0 -27,333 | Closed | – |
