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
151
$1.19M 0.08%
13,096
-857
152
$1.19M 0.08%
14,018
+1,608
153
$1.19M 0.08%
6,472
+533
154
$1.18M 0.08%
6,174
+810
155
$1.18M 0.08%
23,703
+12
156
$1.18M 0.08%
6,433
+513
157
$1.18M 0.08%
31,003
+7,211
158
$1.15M 0.08%
11,369
+1,972
159
$1.15M 0.08%
294,643
+158,960
160
$1.13M 0.08%
4,210
+932
161
$1.12M 0.08%
34,502
+12,779
162
$1.12M 0.08%
45,293
+2,316
163
$1.1M 0.07%
8,345
-446
164
$1.09M 0.07%
7,360
+395
165
$1.08M 0.07%
9,154
+5,402
166
$1.08M 0.07%
18,748
+2,316
167
$1.07M 0.07%
135,302
+47,481
168
$1.06M 0.07%
54,959
+19,094
169
$1.06M 0.07%
12,909
+94
170
$1.06M 0.07%
40,747
+19,578
171
$1.06M 0.07%
10,757
+1,658
172
$1.06M 0.07%
10,925
-2,302
173
$1.05M 0.07%
5,625
+1,069
174
$1.05M 0.07%
7,977
+326
175
$1.05M 0.07%
30,694
+5,800
5 6
7
8 9