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
1
$151M 10.22%
664,021
+26,045
2
$139M 9.43%
307,436
-18,651
3
$72.2M 4.88%
926,683
+35,284
4
$71.7M 4.84%
158,718
-10,295
5
$66.9M 4.52%
625,017
+69,525
6
$64.8M 4.38%
519,893
+7,433
7
$62.6M 4.23%
900,228
+66,968
8
$62.2M 4.2%
356,164
+31,347
9
$37.2M 2.51%
293,926
+25,685
10
$25.2M 1.7%
453,292
+21,045
11
$24.8M 1.67%
517,270
+2,388
12
$23M 1.56%
445,547
+44,115
13
$20.4M 1.38%
576,608
+52,523
14
$20M 1.35%
164,201
+72,869
15
$19.4M 1.31%
62,836
-1,033
16
$18.9M 1.28%
393,220
-7,036
17
$16.6M 1.12%
198,928
+17,327
18
$14.4M 0.97%
88,420
+15,720
19
$13.7M 0.93%
531,062
20
$11.2M 0.75%
31,080
+2,250
21
$10.1M 0.68%
72,400
+21,500
22
$8.11M 0.55%
22,375
-371,887
23
$7.87M 0.53%
22,298
+2,324
24
$7.5M 0.51%
62,002
+2,013
25
$7.45M 0.5%
272,890
+25,040
1
2 3 4 5