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
101
$2.8M 0.13%
18,111
-263
102
$2.78M 0.12%
4,718
-1,185
103
$2.76M 0.12%
23,923
+4,917
104
$2.73M 0.12%
88,644
-9,555
105
$2.72M 0.12%
13,318
-2
106
$2.72M 0.12%
17,821
-1,129
107
$2.64M 0.12%
8,148
+183
108
$2.63M 0.12%
32,191
-114
109
$2.49M 0.11%
36,773
+558
110
$2.49M 0.11%
50,579
+1,805
111
$2.43M 0.11%
28,782
-5,077
112
$2.43M 0.11%
7,759
+12
113
$2.42M 0.11%
30,903
-580
114
$2.42M 0.11%
24,555
+692
115
$2.41M 0.11%
23,457
+399
116
$2.35M 0.11%
763
+212
117
$2.31M 0.1%
18,200
+2,117
118
$2.31M 0.1%
21,307
-3,209
119
$2.3M 0.1%
29,358
+1,004
120
$2.29M 0.1%
5,263
+1,833
121
$2.27M 0.1%
124,289
+18,811
122
$2.27M 0.1%
92,633
+13,467
123
$2.25M 0.1%
37,065
-1,965
124
$2.24M 0.1%
10,120
+5,145
125
$2.23M 0.1%
5,904
+835
3 4
5
6 7