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
1
$171M 7.67%
804,676
+30,013
2
$132M 5.94%
308,061
+4,555
3
$114M 5.12%
318,196
-101,823
4
$110M 4.94%
1,134,348
+79,638
5
$74.9M 3.37%
437,730
+63,498
6
$72.5M 3.25%
169,506
-1,366
7
$71.8M 3.22%
781,972
+27,325
8
$71M 3.19%
+1,629,109
9
$64.9M 2.91%
1,008,776
+65,852
10
$46.2M 2.07%
1,822,796
+103,404
11
$46M 2.06%
405,551
+22,699
12
$41.2M 1.85%
373,237
-306,861
13
$40.7M 1.83%
128,947
+5,171
14
$39.5M 1.77%
792,975
+282,284
15
$28.4M 1.28%
1,195,007
+47,241
16
$25.5M 1.15%
810,977
+37,089
17
$25.4M 1.14%
270,467
+262,520
18
$23.6M 1.06%
229,923
+3,825
19
$22.6M 1.01%
177,401
+11,597
20
$20.5M 0.92%
864,318
+40,532
21
$20.4M 0.92%
428,681
+26,547
22
$17.9M 0.8%
136,846
+25,520
23
$16M 0.72%
366,365
-18,888
24
$15.8M 0.71%
362,850
-6,220
25
$15.3M 0.68%
566,216
+6,477
1
2 3 4 5