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
201
$901K 0.06%
143,633
-18,635
202
$890K 0.06%
3,675
+707
203
$888K 0.06%
29,131
+4,965
204
$885K 0.06%
229,456
+1,960
205
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+1,959
206
$882K 0.06%
4,302
-282
207
$881K 0.06%
10,774
+2,065
208
$875K 0.06%
3,523
+802
209
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18,044
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210
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77,042
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211
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1,769
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212
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24,222
-4,000
213
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1,102
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214
$842K 0.06%
13,019
-696
215
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6,150
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216
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6,232
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217
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13,398
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218
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10,963
+3,087
219
$825K 0.06%
11,497
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220
$817K 0.06%
4,429
-74
221
$814K 0.06%
17,655
+5,264
222
$790K 0.05%
26,864
+3,401
223
$783K 0.05%
37,017
+7,431
224
$781K 0.05%
41,968
-5,835
225
$780K 0.05%
2,598
-218
7 8
9
10 11