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
101
$4.14M 0.12%
64,037
+9,331
102
$4.13M 0.12%
5,821
+1
103
$4.12M 0.12%
55,955
+520
104
$4.09M 0.12%
48,842
+4,125
105
$4.03M 0.12%
24,584
-987
106
$4.01M 0.12%
953
+78
107
$4M 0.12%
21,196
+1,023
108
$3.98M 0.12%
12,365
+88
109
$3.97M 0.12%
37,437
+9,657
110
$3.93M 0.12%
6,727
+957
111
$3.92M 0.12%
93,889
+3,252
112
$3.88M 0.12%
61,984
+1,261
113
$3.87M 0.12%
7,492
+59
114
$3.87M 0.12%
19,805
-68
115
$3.83M 0.12%
61,657
+9,063
116
$3.83M 0.12%
58,780
+9,793
117
$3.82M 0.12%
18,407
-297
118
$3.79M 0.11%
1,203
-13
119
$3.78M 0.11%
12,418
-149
120
$3.74M 0.11%
117,939
-23,972
121
$3.74M 0.11%
20,934
+1,413
122
$3.7M 0.11%
59,994
+3,178
123
$3.66M 0.11%
56,402
+18,034
124
$3.63M 0.11%
13,394
+3,134
125
$3.61M 0.11%
199,063
+80,656
3 4
5
6 7