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
1
$232M 7.01%
820,974
+11,844
2
$201M 6.07%
412,419
+7,784
3
$201M 6.04%
347,631
+5,812
4
$153M 4.62%
1,512,948
+84,443
5
$114M 3.45%
491,209
+17,284
6
$103M 3.12%
180,302
+2,998
7
$90.4M 2.72%
1,158,357
+45,339
8
$89.8M 2.71%
887,008
+46,507
9
$83.1M 2.5%
1,106,225
+61,006
10
$82.3M 2.48%
1,759,933
+66,507
11
$69.5M 2.1%
431,899
+11,880
12
$63.1M 1.9%
146,660
-1,670
13
$62.5M 1.88%
2,030,518
+71,175
14
$56.9M 1.72%
468,945
+41,472
15
$39.3M 1.18%
1,352,710
+47,659
16
$35.1M 1.06%
868,032
+27,150
17
$34.6M 1.04%
185,567
-7,459
18
$31.3M 0.94%
593,669
+33,679
19
$28.2M 0.85%
249,543
+12,046
20
$27.5M 0.83%
965,240
+32,952
21
$26.9M 0.81%
467,915
+14,949
22
$23.5M 0.71%
221,726
+2,781
23
$21.1M 0.64%
595,457
+3,019
24
$20.4M 0.62%
123,304
-590
25
$18.8M 0.57%
21,206
-1,867
1
2 3 4 5