RWM

Ritholtz Wealth Management Portfolio holdings

AUM $3.35B
AUM
$3.35B
AUM Growth
-$56.9M
Cap. Flow
+$31.9M
Cap. Flow %
0.95%
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

1Technology13.04%
2Financials9.56%
3Healthcare5.25%
4Consumer Discretionary5.07%
5Industrials4.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$3.78M0.11%29,304
-4,825
-14%
-$622K
$3.77M0.11%33,423
-6,502
-16%
-$733K
$3.73M0.11%6,788
+1,052
+18%
+$579K
$3.72M0.11%61,279
-18,031
-23%
-$1.09M
$3.66M0.11%40,807
-6,900
-14%
-$619K
$3.54M0.11%58,918
-16,214
-22%
-$974K
$3.54M0.11%35,059
+2,413
+7%
+$243K
$3.53M0.11%178,457
+136,707
+327%
+$2.7M
$3.51M0.1%14,115
+2,362
+20%
+$587K
$3.51M0.1%51,808
-1,993
-4%
-$135K
$3.49M0.1%13,084
+893
+7%
+$238K
$3.49M0.1%15,473
+533
+4%
+$120K
$3.47M0.1%29,751
+498
+2%
+$58.1K
$3.47M0.1%21,062
+1,400
+7%
+$231K
$3.44M0.1%22,274
+2,982
+15%
+$460K
$3.43M0.1%42,167
+7,990
+23%
+$651K
$3.41M0.1%364,342
-55,394
-13%
-$519K
$3.4M0.1%12,212
+979
+9%
+$272K
$3.34M0.1%50,761
+33,203
+189%
+$2.18M
$3.33M0.1%13,439
-2,243
-14%
-$556K
$3.32M0.1%31,658
+2,300
+8%
+$242K
$3.32M0.1%38,169
+2,129
+6%
+$185K
$3.3M0.1%7,389
-211
-3%
-$94.3K
$3.29M0.1%214,396
-2,026
-0.9%
-$31.1K
$3.29M0.1%21,542
+379
+2%
+$57.9K
1 4567840