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
$2.23B
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$71M
2
+$24.7M
3
+$14.1M
4
AAPL icon
Apple
AAPL
+$10.9M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.72M

Top Sells

1
+$68.3M
2
+$36.5M
3
+$33.9M
4
MP icon
MP Materials
MP
+$10.5M
5
MO icon
Altria Group
MO
+$4.42M

Sector Composition

1 Technology 11.71%
2 Financials 6.89%
3 Healthcare 5.11%
4 Consumer Discretionary 4.95%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.86M 0.17%
141,110
+15,009
77
$3.75M 0.17%
13,969
+1,445
78
$3.73M 0.17%
31,150
+12,057
79
$3.71M 0.17%
17,862
-844
80
$3.7M 0.17%
114,546
+40,924
81
$3.65M 0.16%
77,197
+395
82
$3.61M 0.16%
91,967
+2,726
83
$3.51M 0.16%
36,198
+3,525
84
$3.48M 0.16%
141,341
+38,439
85
$3.46M 0.16%
33,762
+949
86
$3.4M 0.15%
36,453
+1,530
87
$3.38M 0.15%
47,538
-2,015
88
$3.29M 0.15%
408,382
+69,547
89
$3.28M 0.15%
1,293
+247
90
$3.28M 0.15%
27,288
-712
91
$3.24M 0.15%
21,431
+2,321
92
$3.22M 0.14%
57,576
-2,668
93
$3.18M 0.14%
84,672
-9,624
94
$3.17M 0.14%
30,685
+25,768
95
$3.06M 0.14%
11,248
+8,752
96
$3.04M 0.14%
47,909
+2,441
97
$2.95M 0.13%
85,846
+10,410
98
$2.94M 0.13%
45,676
+6,446
99
$2.87M 0.13%
46,559
+474
100
$2.86M 0.13%
190,868
+22,481
2 3
4
5 6