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
$1.44B
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$34.5M
2
+$19.8M
3
+$8.65M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.19M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.74M

Top Sells

1
+$37.4M
2
+$10.5M
3
+$4.39M
4
ORI icon
Old Republic International
ORI
+$1.45M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.19M

Sector Composition

1 Technology 8.18%
2 Financials 5.09%
3 Consumer Discretionary 3.26%
4 Healthcare 2.88%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$327K 0.02%
+4,851
352
$325K 0.02%
972
+339
353
$324K 0.02%
+4,471
354
$323K 0.02%
2,153
+273
355
$321K 0.02%
2,966
-808
356
$320K 0.02%
4,842
+777
357
$319K 0.02%
9,043
-170
358
$318K 0.02%
793
+2
359
$316K 0.02%
2,918
-349
360
$316K 0.02%
+1,307
361
$315K 0.02%
5,303
+89
362
$313K 0.02%
1,981
363
$311K 0.02%
5,920
-175
364
$307K 0.02%
14,819
-5,038
365
$307K 0.02%
3,909
-21
366
$306K 0.02%
21,910
+4,377
367
$302K 0.02%
3,949
-36
368
$301K 0.02%
11,859
-2,014
369
$298K 0.02%
5,450
+582
370
$297K 0.02%
50,145
+3,392
371
$296K 0.02%
7,553
-30,259
372
$292K 0.02%
11,010
373
$292K 0.02%
4,046
+135
374
$290K 0.02%
+4,830
375
$289K 0.02%
776
+22
13 14
15
16 17