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
126
$2.18M 0.1%
35,900
+434
127
$2.16M 0.1%
51,451
128
$2.15M 0.1%
4,696
+101
129
$2.14M 0.1%
11,263
+4,337
130
$2.13M 0.1%
4,144
+9
131
$2.11M 0.09%
23,089
+4,744
132
$2.1M 0.09%
5,757
+229
133
$2.09M 0.09%
10,307
+583
134
$2.08M 0.09%
18,399
+216
135
$2.07M 0.09%
57,041
+881
136
$2.07M 0.09%
49,138
-105,024
137
$2.06M 0.09%
13,584
+7,604
138
$2.05M 0.09%
433,626
-8,304
139
$2.05M 0.09%
35,379
140
$2.05M 0.09%
31,119
+2,210
141
$2.04M 0.09%
11,349
+2,031
142
$2.03M 0.09%
78,950
+16,307
143
$2.03M 0.09%
15,682
+705
144
$2.02M 0.09%
7,397
+357
145
$2M 0.09%
125,041
+1,590
146
$2M 0.09%
28,984
-4,274
147
$1.99M 0.09%
22,541
-192
148
$1.98M 0.09%
49,116
+1,330
149
$1.95M 0.09%
8,548
+51
150
$1.91M 0.09%
48,356
+4,794
4 5
6
7 8