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
376
$947K 0.03%
28,934
-3,292
377
$938K 0.03%
2,235
+20
378
$937K 0.03%
4,035
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379
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60,026
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380
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+24
381
$929K 0.03%
2,151
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382
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12,938
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383
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29,012
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384
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1,739
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385
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259,503
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386
$918K 0.03%
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387
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-191
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9,516
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389
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4,695
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390
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393
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395
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8,515
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396
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33,490
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397
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+17,386
398
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4,945
-295
399
$875K 0.03%
4,415
+23
400
$873K 0.03%
1,799
-231
14 15
16
17 18