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
OPTU
Optimum Communications Inc
OPTU
+$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
376
$35K ﹤0.01%
+10,669
377
$25K ﹤0.01%
10,603
-788
378
$24K ﹤0.01%
+1,052
379
– –
-6,831
380
– –
-15,866
381
– –
-6,000
382
– –
-313
383
– –
-3,857
384
– –
-15,225
385
– –
-7,000
386
– –
-9,209
387
– –
-10,712
388
– –
-6,241
389
– –
-11,856
390
– –
-16,693
391
– –
-10,570
392
– –
-2,009
393
– –
-40,076
394
– –
-16,661
395
– –
-69,711
396
– –
-152
397
– –
-13,184
398
– –
-6,274
399
– –
-7,902
12 13 14 15
16