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
176
$1.04M 0.07%
24,257
-124
177
$1.04M 0.07%
9,360
+1,963
178
$1.04M 0.07%
7,702
-10
179
$1.03M 0.07%
34,091
+20,226
180
$1.03M 0.07%
2,523
+1,134
181
$1.02M 0.07%
32,802
+18,582
182
$1.01M 0.07%
31,643
+17,601
183
$1.01M 0.07%
78,024
+35,961
184
$1M 0.07%
4,973
+525
185
$992K 0.07%
2,973
+963
186
$988K 0.07%
11,489
+1,561
187
$982K 0.07%
5,207
+1,487
188
$978K 0.07%
27,600
+2,631
189
$975K 0.07%
22,181
+1,609
190
$973K 0.07%
6,410
-664
191
$973K 0.07%
7,480
-885
192
$972K 0.07%
5,382
-3,651
193
$964K 0.07%
4,956
+703
194
$952K 0.06%
11,134
+808
195
$950K 0.06%
50,238
+19,175
196
$937K 0.06%
399
-24
197
$934K 0.06%
2,922
+574
198
$934K 0.06%
+7,744
199
$912K 0.06%
+22,057
200
$903K 0.06%
4,211
+588
6 7
8
9 10