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
101
$1.8M 0.12%
16,874
-734
102
$1.78M 0.12%
290,882
+108,936
103
$1.77M 0.12%
25,662
+6,969
104
$1.76M 0.12%
4,230
+2,335
105
$1.75M 0.12%
49,357
+12,957
106
$1.75M 0.12%
31,341
+5,462
107
$1.75M 0.12%
34,274
+2,311
108
$1.7M 0.12%
20,741
+4,983
109
$1.68M 0.11%
183,999
-42,064
110
$1.68M 0.11%
6,776
-657
111
$1.67M 0.11%
25,211
+7,819
112
$1.67M 0.11%
22,910
+9,441
113
$1.66M 0.11%
13,092
+46
114
$1.66M 0.11%
6,609
+395
115
$1.65M 0.11%
4,896
-214
116
$1.64M 0.11%
3,340
+2,218
117
$1.62M 0.11%
76,028
+13,073
118
$1.62M 0.11%
135,666
+22,122
119
$1.61M 0.11%
18,011
+3,634
120
$1.61M 0.11%
108,775
+59,362
121
$1.59M 0.11%
4,805
+511
122
$1.56M 0.11%
15,708
+2,417
123
$1.53M 0.1%
25,859
+8,268
124
$1.52M 0.1%
17,382
+7,098
125
$1.5M 0.1%
7,077
+190
3 4
5
6 7