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
301
$238K 0.02%
+14,955
302
$236K 0.02%
+6,259
303
$235K 0.02%
24,090
-3,433
304
$233K 0.02%
3,162
+302
305
$233K 0.02%
+13,881
306
$232K 0.02%
14,816
+3,554
307
$231K 0.02%
+5,442
308
$231K 0.02%
+6,000
309
$229K 0.02%
+9,030
310
$228K 0.02%
+1,294
311
$227K 0.02%
+3,151
312
$226K 0.02%
+2,324
313
$224K 0.02%
+1,854
314
$224K 0.02%
+4,581
315
$224K 0.02%
+1,722
316
$223K 0.02%
+3,468
317
$221K 0.02%
27,617
+11,878
318
$220K 0.02%
10,000
-2,859
319
$219K 0.02%
+1,443
320
$219K 0.02%
5,727
-1,208
321
$217K 0.02%
+5,328
322
$216K 0.02%
3,696
-646
323
$213K 0.02%
2,180
-453
324
$213K 0.02%
+870
325
$212K 0.02%
+787
11 12
13
14 15