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
101
$238K 0.07%
+4,665
102
$232K 0.07%
724
+65
103
$226K 0.07%
+11,950
104
$226K 0.07%
+4,298
105
$226K 0.07%
+905
106
$211K 0.06%
2,628
-4,446
107
$211K 0.06%
+1,195
108
$209K 0.06%
11,000
109
$208K 0.06%
4,346
-692
110
$208K 0.06%
+3,467
111
$203K 0.06%
+2,010
112
$185K 0.05%
3,333
113
– –
-30,404
114
– –
-6,905
115
– –
-3,042
116
– –
-2,576
1 2 3 4
5