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
176
$2.64M 0.08%
84,066
-20,461
177
$2.63M 0.08%
21,973
-17,041
178
$2.62M 0.08%
65,457
+16,094
179
$2.6M 0.08%
13,068
-16
180
$2.59M 0.08%
16,737
+207
181
$2.58M 0.08%
19,196
-60
182
$2.54M 0.08%
4,095
+174
183
$2.54M 0.08%
146,628
+10,038
184
$2.5M 0.08%
29,553
+3,126
185
$2.5M 0.08%
98,556
+33,844
186
$2.47M 0.07%
359,610
-3,682
187
$2.47M 0.07%
8,786
+39
188
$2.43M 0.07%
15,695
-703
189
$2.41M 0.07%
236,468
+29,637
190
$2.4M 0.07%
8,864
+739
191
$2.4M 0.07%
28,596
+5,303
192
$2.4M 0.07%
52,392
+2,196
193
$2.39M 0.07%
20,789
-4,514
194
$2.38M 0.07%
10,560
+82
195
$2.34M 0.07%
10,596
+862
196
$2.32M 0.07%
11,497
-326
197
$2.32M 0.07%
17,480
-243
198
$2.31M 0.07%
56,963
+17,978
199
$2.31M 0.07%
4,835
+528
200
$2.3M 0.07%
32,408
-595
6 7
8
9 10