RWM

Ritholtz Wealth Management Portfolio holdings

AUM $3.35B
This Quarter Return
-0.18%
1 Year Return
+11.52%
3 Year Return
+45.47%
5 Year Return
+134.96%
10 Year Return
–
AUM
$3.35B
AUM Growth
-$56.9M
Cap. Flow
+$14.4M
Cap. Flow %
0.43%
Top 10 Hldgs %
38.78%
Holding
977
New
125
Increased
416
Reduced
336
Closed
57

Top Buys

1
$63.1M
2
$21.2M
3
$19.3M
4
$15.7M
5
$11.6M

Top Sells

1
$170M
2
$83.6M
3
$31.4M
4
$7.94M
5
$4.9M

Sector Composition

1Technology12.91%
2Financials9.56%
3Healthcare5.25%
4Consumer Discretionary5.08%
5Industrials4.87%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.78M0.08% 40,949
-2,073
-5%
-$141K
$2.76M0.08% 4,501
+517
+13%
+$317K
$2.75M0.08% 93,549
+1,521
+2%
+$44.8K
$2.74M0.08% 191,415
-25,747
-12%
-$369K
$2.72M0.08% 16,416
+3,336
+26%
+$552K
$2.7M0.08% 8,663
+2,566
+42%
+$801K
$2.7M0.08% 214,301
+20,161
+10%
+$254K
$2.69M0.08% 197,228
-22,602
-10%
-$308K
$2.67M0.08% 23,010
-262
-1%
-$30.4K
$2.66M0.08% 11,400
-1,924
-14%
-$449K
$2.62M0.08% 220,047
+15,534
+8%
+$185K
$2.57M0.08% 19,005
+2,369
+14%
+$320K
$2.57M0.08% 17,135
+4,005
+31%
+$601K
$2.57M0.08% 383,437
-39,668
-9%
-$266K
$2.56M0.08% 48,924
+7,392
+18%
+$387K
$2.56M0.08% 9,516
+206
+2%
+$55.4K
$2.55M0.08% 5,128
+702
+16%
+$349K
$2.54M0.08%
+44,189
 New
+$2.54M
$2.54M0.08% 13,088
-26
-0.2%
-$5.04K
$2.52M0.08% 36,657
+9,315
+34%
+$641K
$2.52M0.08% 17,613
+1,214
+7%
+$173K
$2.51M0.08% 10,305
+1,141
+12%
+$278K
$2.51M0.07% 169,833
+7,994
+5%
+$118K
$2.5M0.07% 322,696
-40,268
-11%
-$312K
$2.46M0.07% 5,279
+641
+14%
+$298K
1 67891040