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
753
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
151
$1.87M 0.08%
13,694
-590
152
$1.86M 0.08%
21,102
+208
153
$1.86M 0.08%
5,750
+324
154
$1.85M 0.08%
3,654
+1,041
155
$1.84M 0.08%
11,810
+423
156
$1.83M 0.08%
10,170
+7,097
157
$1.82M 0.08%
51,313
+899
158
$1.82M 0.08%
24,593
+1,727
159
$1.81M 0.08%
310,706
-143,361
160
$1.81M 0.08%
+100,683
161
$1.81M 0.08%
17,222
+6,483
162
$1.8M 0.08%
19,078
+455
163
$1.79M 0.08%
43,709
-9,031
164
$1.78M 0.08%
20,577
+2,032
165
$1.77M 0.08%
15,959
-892
166
$1.77M 0.08%
46,900
+890
167
$1.77M 0.08%
14,625
-8,202
168
$1.74M 0.08%
14,188
-893
169
$1.72M 0.08%
30,259
+467
170
$1.72M 0.08%
32,001
+622
171
$1.71M 0.08%
106,590
-59,243
172
$1.7M 0.08%
22,499
+47
173
$1.7M 0.08%
20,916
-2,401
174
$1.68M 0.08%
38,973
+2,878
175
$1.66M 0.07%
4,060
-6,619
5 6
7
8 9