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
$2.23B
AUM Growth
+$4.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$71M
2
+$24.7M
3
+$14.1M
4
AAPL icon
Apple
AAPL
+$10.9M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$7.72M

Top Sells

1
+$68.3M
2
+$36.5M
3
+$33.9M
4
MP icon
MP Materials
MP
+$10.5M
5
MO icon
Altria Group
MO
+$4.42M

Sector Composition

1 Technology 11.71%
2 Financials 6.89%
3 Healthcare 5.11%
4 Consumer Discretionary 4.95%
5 Industrials 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.44M 0.06%
22,208
+1,154
202
$1.43M 0.06%
58,010
-258
203
$1.43M 0.06%
24,854
-7,283
204
$1.43M 0.06%
45,487
+24,484
205
$1.41M 0.06%
57,836
-72
206
$1.41M 0.06%
22,480
+370
207
$1.41M 0.06%
4,576
+258
208
$1.4M 0.06%
15,725
+1,462
209
$1.37M 0.06%
86,073
+19,103
210
$1.36M 0.06%
14,542
+11,885
211
$1.35M 0.06%
5,301
+179
212
$1.34M 0.06%
18,053
-636
213
$1.33M 0.06%
9,476
+1,196
214
$1.32M 0.06%
5,017
+3,472
215
$1.32M 0.06%
43,544
+9,786
216
$1.31M 0.06%
8,241
-712
217
$1.3M 0.06%
38,849
-103
218
$1.3M 0.06%
77,123
+2,426
219
$1.3M 0.06%
166,572
+30,004
220
$1.29M 0.06%
55,425
+973
221
$1.29M 0.06%
48,748
+4,904
222
$1.29M 0.06%
13,667
+11,027
223
$1.27M 0.06%
6,647
-394
224
$1.27M 0.06%
3,408
+971
225
$1.26M 0.06%
13,229
+2,925
7 8
9
10 11