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
401
$262K 0.02%
+1,805
402
$262K 0.02%
4,666
-45
403
$260K 0.02%
3,046
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404
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9,030
405
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4,030
406
$258K 0.02%
292
407
$256K 0.02%
6,991
-4,651
408
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409
$256K 0.02%
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410
$255K 0.02%
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411
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6,893
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412
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413
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414
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415
$252K 0.02%
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416
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417
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421
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4,464
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422
$247K 0.02%
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423
$245K 0.02%
14,671
+4,275
424
$245K 0.02%
+2,020
425
$244K 0.02%
4,709
-68
15 16
17
18 19