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
126
$3.6M 0.11%
7,272
+756
127
$3.58M 0.11%
72,676
+2,180
128
$3.58M 0.11%
27,190
-2,190
129
$3.57M 0.11%
30,135
-612
130
$3.56M 0.11%
4,603
-313
131
$3.56M 0.11%
9,328
+2,720
132
$3.56M 0.11%
8,747
-271
133
$3.55M 0.11%
12,977
+160
134
$3.48M 0.11%
44,132
-1,648
135
$3.46M 0.1%
104,232
-14,623
136
$3.45M 0.1%
96,195
+7,108
137
$3.44M 0.1%
24,322
+3,381
138
$3.44M 0.1%
238,904
+21,522
139
$3.38M 0.1%
15,155
-214
140
$3.34M 0.1%
78,883
+1,541
141
$3.33M 0.1%
11,026
+497
142
$3.32M 0.1%
171,785
+47,585
143
$3.28M 0.1%
58,135
+4,848
144
$3.24M 0.1%
19,041
-528
145
$3.21M 0.1%
78,540
+2,143
146
$3.19M 0.1%
28,821
-568
147
$3.18M 0.1%
92,225
+953
148
$3.13M 0.09%
37,313
+19,275
149
$3.12M 0.09%
18,800
+2,466
150
$3.12M 0.09%
11,917
-146
4 5
6
7 8