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
151
$3.11M 0.09%
25,662
+3,420
152
$3.09M 0.09%
161,820
-16,745
153
$3.04M 0.09%
12,452
+9,941
154
$2.99M 0.09%
7,643
+1,250
155
$2.96M 0.09%
26,507
+190
156
$2.95M 0.09%
51,251
+11,345
157
$2.95M 0.09%
4,772
+341
158
$2.95M 0.09%
28,262
-384
159
$2.94M 0.09%
5,575
+837
160
$2.92M 0.09%
16,710
+8,996
161
$2.89M 0.09%
19,594
-1,487
162
$2.86M 0.09%
+34,338
163
$2.83M 0.09%
53,239
-12,941
164
$2.81M 0.08%
15,933
+302
165
$2.8M 0.08%
48,937
+4,279
166
$2.8M 0.08%
16,438
+647
167
$2.79M 0.08%
6,512
-70
168
$2.75M 0.08%
26,126
-149
169
$2.73M 0.08%
14,410
+101
170
$2.73M 0.08%
35,565
+495
171
$2.71M 0.08%
36,956
+3,451
172
$2.69M 0.08%
221,401
+24,004
173
$2.67M 0.08%
21,258
+1,601
174
$2.67M 0.08%
30,068
-4,237
175
$2.66M 0.08%
35,445
+12,419
5 6
7
8 9