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
201
$2.29M 0.07%
19,557
-3,736
202
$2.28M 0.07%
21,791
-2,245
203
$2.28M 0.07%
194,875
+32,797
204
$2.26M 0.07%
27,710
-6,360
205
$2.26M 0.07%
42,407
-131
206
$2.25M 0.07%
11,354
-639
207
$2.25M 0.07%
22,413
-1,705
208
$2.24M 0.07%
10,876
+843
209
$2.21M 0.07%
34,854
-3,721
210
$2.21M 0.07%
2,475
+164
211
$2.2M 0.07%
19,884
+3,094
212
$2.17M 0.07%
4,421
+546
213
$2.16M 0.07%
26,955
+7,879
214
$2.14M 0.06%
80,027
+58,803
215
$2.13M 0.06%
26,484
-82
216
$2.12M 0.06%
20,474
-2,243
217
$2.11M 0.06%
167,393
+7,780
218
$2.11M 0.06%
90,730
+9,090
219
$2.1M 0.06%
21,882
-2,060
220
$2.08M 0.06%
19,661
-419
221
$2.08M 0.06%
6,288
+273
222
$2.08M 0.06%
8,773
+1,098
223
$2.07M 0.06%
80,826
+10,894
224
$2.07M 0.06%
5,969
+88
225
$2.06M 0.06%
9,254
+301
7 8
9
10 11