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
351
$186K 0.02%
830
-273
352
$182K 0.02%
21,212
-3,162
353
$179K 0.02%
12,876
-7,874
354
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14,818
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355
$168K 0.02%
10,219
356
$162K 0.02%
+10,719
357
$155K 0.01%
+1,000
358
$148K 0.01%
22,181
-2,347
359
$137K 0.01%
+9,002
360
$116K 0.01%
17,831
-16,445
361
$99K 0.01%
14,711
+482
362
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10,933
+2,207
363
$94K 0.01%
11,969
-5,554
364
$92K 0.01%
+10,603
365
$90K 0.01%
20,389
+1,511
366
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13,375
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367
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368
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13,288
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369
$66K 0.01%
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370
$66K 0.01%
+7,496
371
$65K 0.01%
+18,029
372
$57K 0.01%
14,635
+2,121
373
$49K ﹤0.01%
+8,082
374
$46K ﹤0.01%
22,323
-44,551
375
$42K ﹤0.01%
2,468
12 13 14
15
16