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
$5.86M0.18% 188,211
-12,241
-6%
-$381K
$5.81M0.17% 81,090
+8,107
+11%
+$581K
$5.77M0.17% 61,631
-7,114
-10%
-$667K
$5.7M0.17% 77,726
-1,401
-2%
-$103K
$5.63M0.17% 50,356
+6,187
+14%
+$692K
$5.58M0.17% 123,241
+25,899
+27%
+$1.17M
$5.55M0.17% 181,290
-25,513
-12%
-$781K
$5.55M0.17% 75,471
+7,101
+10%
+$522K
$5.5M0.16% 194,537
+23,393
+14%
+$662K
$5.42M0.16% 49,108
+350
+0.7%
+$38.7K
$5.33M0.16% 45,092
+4,003
+10%
+$473K
$5.25M0.16% 24,812
-1,080
-4%
-$229K
$5.21M0.16% 68,407
+58
+0.1%
+$4.42K
$5.05M0.15% 70,298
+4,209
+6%
+$302K
$5.04M0.15% 23,167
+7,802
+51%
+$1.7M
$5.03M0.15% 70,851
+784
+1%
+$55.7K
$4.92M0.15% 193,826
+24,667
+15%
+$626K
$4.92M0.15% 37,137
+9,034
+32%
+$1.2M
$4.86M0.15% 47,263
-26,544
-36%
-$2.73M
$4.85M0.14% 88,611
+34,814
+65%
+$1.9M
$4.81M0.14% 181,935
+24,125
+15%
+$638K
$4.81M0.14% 1,044
-25
-2%
-$115K
$4.76M0.14% 28,427
+7,017
+33%
+$1.17M
$4.75M0.14% 77,052
+18,409
+31%
+$1.14M
$4.74M0.14% 20,457
+1,702
+9%
+$394K
1 2345640