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
$3.4B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$5.66M
3
+$5.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.43M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$4.27M

Top Sells

1
+$3.87M
2
+$2.86M
3
+$2.27M
4
LRCX icon
Lam Research
LRCX
+$2.26M
5
TK icon
Teekay
TK
+$1.84M

Sector Composition

1 Technology 13.53%
2 Financials 8.34%
3 Consumer Discretionary 5.21%
4 Industrials 4.61%
5 Healthcare 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$1.35M 0.04%
28,046
+9,442
302
$1.35M 0.04%
13,894
+414
303
$1.34M 0.04%
164
-1
304
$1.33M 0.04%
4,041
+155
305
$1.33M 0.04%
161,839
-12,040
306
$1.32M 0.04%
6,230
-222
307
$1.32M 0.04%
3,728
+3
308
$1.32M 0.04%
4,768
-1,201
309
$1.32M 0.04%
19,160
+5,445
310
$1.31M 0.04%
13,116
+3,663
311
$1.3M 0.04%
59,233
+20,196
312
$1.3M 0.04%
17,573
+1,429
313
$1.29M 0.04%
74,439
+2,782
314
$1.29M 0.04%
15,107
-1,206
315
$1.28M 0.04%
3,156
+166
316
$1.27M 0.04%
80,595
-6,480
317
$1.27M 0.04%
6,793
-14
318
$1.25M 0.04%
9,689
+2,061
319
$1.23M 0.04%
16,006
-320
320
$1.22M 0.04%
3,029
-16
321
$1.21M 0.04%
17,558
-2
322
$1.19M 0.04%
2,974
+399
323
$1.19M 0.03%
7,803
-1,180
324
$1.17M 0.03%
4,361
-174
325
$1.17M 0.03%
5,048
-18
11 12
13
14 15