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
$4.72M0.14% 65,247
+7,958
+14%
+$576K
$4.65M0.14% 17,564
-2,308
-12%
-$612K
$4.58M0.14%
+89,698
 New
+$4.58M
$4.54M0.14% 57,850
-925
-2%
-$72.5K
$4.53M0.14% 1,186,344
-61,376
-5%
-$234K
$4.48M0.13% 1,176
-10
-0.8%
-$38.1K
$4.48M0.13% 22,395
+1,616
+8%
+$323K
$4.45M0.13% 8,154
+319
+4%
+$174K
$4.34M0.13% 64,015
+879
+1%
+$59.5K
$4.32M0.13% 41,329
+21,513
+109%
+$2.25M
$4.25M0.13% 8,367
+682
+9%
+$347K
$4.22M0.13% 13,525
+275
+2%
+$85.9K
$4.16M0.12% 6,281
-1,134
-15%
-$751K
$4.12M0.12% 172,877
+10,332
+6%
+$246K
$4.1M0.12% 63,321
+4,113
+7%
+$266K
$4.09M0.12% 99,515
+617
+0.6%
+$25.4K
$4.08M0.12% 13,090
+2,159
+20%
+$673K
$4.06M0.12% 15,803
-1,942
-11%
-$499K
$3.97M0.12% 22,587
-2,266
-9%
-$398K
$3.94M0.12% 44,764
-3,226
-7%
-$284K
$3.92M0.12% 7,628
+1,507
+25%
+$774K
$3.91M0.12% 28,377
-229
-0.8%
-$31.6K
$3.86M0.12% 2,697
+278
+11%
+$398K
$3.79M0.11% 14,134
+518
+4%
+$139K
$3.79M0.11% 30,333
-2,826
-9%
-$353K
1 3456740