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
326
$212K 0.02%
1,497
+140
327
$212K 0.02%
+5,685
328
$211K 0.02%
+9,972
329
$211K 0.02%
+8,980
330
$210K 0.02%
+3,002
331
$210K 0.02%
5,413
+11
332
$210K 0.02%
+1,615
333
$210K 0.02%
+7,865
334
$209K 0.02%
+1,359
335
$209K 0.02%
2,122
+192
336
$208K 0.02%
4,526
-780
337
$207K 0.02%
+1,516
338
$207K 0.02%
+1,502
339
$205K 0.02%
+11,145
340
$205K 0.02%
+1,582
341
$203K 0.02%
+1,447
342
$202K 0.02%
+6,833
343
$201K 0.02%
+3,716
344
$200K 0.02%
+4,486
345
$200K 0.02%
364
-80
346
$200K 0.02%
+842
347
$192K 0.02%
+13,318
348
$190K 0.02%
+874
349
$190K 0.02%
15,342
+335
350
$188K 0.02%
13,753
+1,041
12 13
14
15 16