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
351
$1.06M 0.03%
3,088
+879
352
$1.05M 0.03%
5,106
+994
353
$1.05M 0.03%
47,831
+6,193
354
$1.04M 0.03%
10,047
+3,474
355
$1.04M 0.03%
4,637
-347
356
$1.04M 0.03%
9,701
-671
357
$1.04M 0.03%
16,393
+2,085
358
$1.03M 0.03%
11,588
-814
359
$1.03M 0.03%
99,813
-12,714
360
$1.03M 0.03%
12,022
-949
361
$1.01M 0.03%
6,771
-766
362
$1.01M 0.03%
+7,679
363
$1.01M 0.03%
8,665
-517
364
$992K 0.03%
6,537
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365
$977K 0.03%
46,452
-26,048
366
$970K 0.03%
122,473
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367
$968K 0.03%
33,784
-10,405
368
$963K 0.03%
1,514
+41
369
$958K 0.03%
9,348
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370
$956K 0.03%
2,020
+87
371
$955K 0.03%
30,567
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372
$953K 0.03%
11,234
-318
373
$950K 0.03%
20,644
-655
374
$950K 0.03%
11,126
+6,402
375
$949K 0.03%
15,136
-278
13 14
15
16 17