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
376
$287K 0.02%
1,536
-16
377
$285K 0.02%
1,992
-100
378
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+9,464
379
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3,129
-272
380
$282K 0.02%
+2,353
381
$281K 0.02%
5,429
+37
382
$281K 0.02%
1,143
-123
383
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4,789
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384
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385
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1,872
-152
386
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387
$277K 0.02%
97,561
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388
$277K 0.02%
+5,619
389
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390
$276K 0.02%
8,250
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391
$275K 0.02%
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392
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393
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394
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3,274
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395
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396
$266K 0.02%
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397
$266K 0.02%
24,939
-2,789
398
$265K 0.02%
1,926
-23
399
$265K 0.02%
11,899
-127
400
$263K 0.02%
+60,501
14 15
16
17 18