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
$1.04B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$4.87M
3
+$4.47M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.18M
5
ATUS icon
Altice USA
ATUS
+$2.92M

Top Sells

1
+$4.04M
2
+$1.76M
3
+$950K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$888K
5
UN
Unilever NV New York Registry Shares
UN
+$477K

Sector Composition

1 Technology 6.25%
2 Consumer Discretionary 2.93%
3 Financials 2.58%
4 Healthcare 2.34%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$348K 0.03%
1
227
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+903
228
$346K 0.03%
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229
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231
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232
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233
$334K 0.03%
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234
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235
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236
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237
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238
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239
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240
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241
$324K 0.03%
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242
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243
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244
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245
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246
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247
$315K 0.03%
+7,875
248
$311K 0.03%
+15,687
249
$311K 0.03%
+6,880
250
$310K 0.03%
+3,048
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