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
276
$276K 0.03%
+1,115
277
$274K 0.03%
139,898
+67,299
278
$269K 0.03%
+3,697
279
$269K 0.03%
4,397
-781
280
$268K 0.03%
1,988
-355
281
$264K 0.03%
1,144
+78
282
$264K 0.03%
+4,781
283
$262K 0.03%
4,031
284
$261K 0.03%
+17,502
285
$260K 0.02%
+361
286
$260K 0.02%
+11,998
287
$258K 0.02%
2,585
-41
288
$257K 0.02%
90,906
+16,350
289
$256K 0.02%
+8,250
290
$252K 0.02%
51,688
-52,502
291
$251K 0.02%
2,392
-353
292
$251K 0.02%
+1,180
293
$247K 0.02%
+3,366
294
$247K 0.02%
+2,616
295
$247K 0.02%
2,245
+329
296
$243K 0.02%
16,730
+3,531
297
$243K 0.02%
1,348
+128
298
$242K 0.02%
+3,223
299
$240K 0.02%
11,687
-2,011
300
$240K 0.02%
+2,946
10 11
12
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