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
$337M
AUM Growth
+$70.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$8.13M
2
+$5.65M
3
+$2.56M
4
DIS icon
Walt Disney
DIS
+$2.29M
5
CVX icon
Chevron
CVX
+$1.96M

Top Sells

1
+$754K
2
+$357K
3
+$335K
4
D icon
Dominion Energy
D
+$234K
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$230K

Sector Composition

1 Technology 2.87%
2 Industrials 1.96%
3 Healthcare 1.86%
4 Energy 1.76%
5 Communication Services 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$387K 0.11%
36,030
+14,940
77
$377K 0.11%
+1,915
78
$373K 0.11%
+20,355
79
$368K 0.11%
6,620
+2,312
80
$358K 0.11%
+6,938
81
$355K 0.11%
3,600
82
$340K 0.1%
3,196
+196
83
$336K 0.1%
19,698
-3,872
84
$332K 0.1%
6,300
+1,360
85
$326K 0.1%
1,846
+141
86
$324K 0.1%
+9,840
87
$323K 0.1%
9,409
+834
88
$300K 0.09%
517
89
$289K 0.09%
3,085
+503
90
$279K 0.08%
+4,002
91
$279K 0.08%
+4,891
92
$277K 0.08%
6,800
93
$276K 0.08%
+2,059
94
$271K 0.08%
+1,880
95
$266K 0.08%
+4,963
96
$265K 0.08%
+2,136
97
$258K 0.08%
+960
98
$253K 0.08%
+1,357
99
$252K 0.07%
2,542
+213
100
$246K 0.07%
+1,500
1 2 3
4
5