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
126
$1.48M 0.1%
27,560
+7,040
127
$1.47M 0.1%
5,666
+613
128
$1.44M 0.1%
30,655
+113
129
$1.41M 0.1%
12,797
+760
130
$1.4M 0.09%
2,377
-1,269
131
$1.38M 0.09%
27,298
+740
132
$1.36M 0.09%
14,528
+2,230
133
$1.36M 0.09%
6,416
+395
134
$1.36M 0.09%
21,648
+10,625
135
$1.35M 0.09%
8,299
-1,858
136
$1.33M 0.09%
17,329
+6,922
137
$1.33M 0.09%
25,420
+8,554
138
$1.32M 0.09%
2,954
+1,721
139
$1.32M 0.09%
24,248
+6,985
140
$1.32M 0.09%
26,266
+5,886
141
$1.32M 0.09%
26,244
+2,550
142
$1.31M 0.09%
6,459
+263
143
$1.31M 0.09%
36,014
+7,240
144
$1.29M 0.09%
5,790
+638
145
$1.26M 0.09%
26,015
+1,042
146
$1.25M 0.08%
6,746
+274
147
$1.25M 0.08%
33,270
+839
148
$1.25M 0.08%
38,503
+518
149
$1.24M 0.08%
73,506
+6,646
150
$1.2M 0.08%
67,147
+7,277
4 5
6
7 8