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
$3.32B
AUM Growth
+$288M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
926
New
Increased
Reduced
Closed

Top Buys

1
+$8.56M
2
+$5.04M
3
+$4.71M
4
BND icon
Vanguard Total Bond Market
BND
+$4.58M
5
AAPL icon
Apple
AAPL
+$4.03M

Top Sells

1
+$2.04M
2
+$2.04M
3
+$1.75M
4
LLY icon
Eli Lilly
LLY
+$1.65M
5
RIO icon
Rio Tinto
RIO
+$1.56M

Sector Composition

1 Technology 12.88%
2 Financials 7.91%
3 Healthcare 5.16%
4 Consumer Discretionary 4.88%
5 Industrials 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.48M 0.17%
177,436
+22,363
77
$5.47M 0.16%
49,439
+1,330
78
$5.28M 0.16%
25,528
-6,907
79
$5.23M 0.16%
18,894
+761
80
$5.13M 0.15%
69,165
-332
81
$5.12M 0.15%
472,375
-10,011
82
$5.12M 0.15%
58,963
+613
83
$4.92M 0.15%
18,675
-4,842
84
$4.86M 0.15%
95,010
-2,017
85
$4.84M 0.15%
67,334
+1,926
86
$4.8M 0.14%
76,251
-918
87
$4.78M 0.14%
41,894
+983
88
$4.61M 0.14%
1,478,974
+252,365
89
$4.56M 0.14%
36,529
+3,346
90
$4.55M 0.14%
95,111
-1,990
91
$4.45M 0.13%
62,575
-21,875
92
$4.41M 0.13%
36,887
+7,389
93
$4.38M 0.13%
23,697
+1,010
94
$4.34M 0.13%
33,827
-4,038
95
$4.33M 0.13%
35,701
+7,094
96
$4.32M 0.13%
44,762
+28,538
97
$4.31M 0.13%
26,449
-4
98
$4.26M 0.13%
115,466
+5,511
99
$4.25M 0.13%
45,847
+4,308
100
$4.21M 0.13%
59,726
+8,858
2 3
4
5 6