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
$1.48B
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
607
New
Increased
Reduced
Closed

Top Buys

1
+$8.89M
2
+$7.45M
3
+$5.93M
4
AAPL icon
Apple
AAPL
+$5.47M
5
ABBV icon
AbbVie
ABBV
+$5.35M

Top Sells

1
+$135M
2
+$8.46M
3
+$4.65M
4
STX icon
Seagate
STX
+$1.91M
5
RDS.A
Royal Dutch Shell PLC ADS Class A
RDS.A
+$1.09M

Sector Composition

1 Technology 10.76%
2 Financials 5.75%
3 Healthcare 4.35%
4 Consumer Discretionary 3.82%
5 Industrials 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.27M 0.15%
90,549
-25,573
77
$2.26M 0.15%
25,904
+916
78
$2.25M 0.15%
79,732
+15,441
79
$2.24M 0.15%
36,103
+8,369
80
$2.24M 0.15%
108,890
-6,545
81
$2.22M 0.15%
7,766
+2,698
82
$2.21M 0.15%
8,078
+2,075
83
$2.19M 0.15%
7,664
+230
84
$2.16M 0.15%
19,767
+11,829
85
$2.15M 0.15%
13,242
-48
86
$2.12M 0.14%
32,931
-3,495
87
$2.09M 0.14%
26,329
+3,602
88
$2.08M 0.14%
5,020
-744
89
$2.02M 0.14%
17,698
+7,745
90
$2.01M 0.14%
80,855
+28,683
91
$2M 0.14%
5,601
+980
92
$2M 0.14%
40,999
-2,410
93
$2M 0.13%
6,710
+2,281
94
$1.97M 0.13%
65,108
95
$1.94M 0.13%
19,410
-3,254
96
$1.91M 0.13%
4,193
+492
97
$1.82M 0.12%
+35,609
98
$1.81M 0.12%
10,064
+1,865
99
$1.81M 0.12%
90,665
+9,750
100
$1.81M 0.12%
33,914
+4,309
2 3
4
5 6