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
251
$307K 0.03%
16,960
252
$304K 0.03%
13,750
+1,353
253
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3,383
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254
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31,530
-5,000
255
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+2,413
256
$295K 0.03%
610
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257
$295K 0.03%
+8,400
258
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1,187
-105
259
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46,935
+428
260
$290K 0.03%
+4,243
261
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+5,608
262
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263
$288K 0.03%
5,771
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264
$288K 0.03%
3,876
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265
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6,228
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266
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267
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268
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803
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269
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2,881
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270
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271
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77,790
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272
$283K 0.03%
1,038
-498
273
$280K 0.03%
6,007
+411
274
$277K 0.03%
6,240
-100
275
$277K 0.03%
2,313
-290
9 10
11
12 13