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
401
$871K 0.03%
4,880
-144
402
$863K 0.03%
4,049
+1,518
403
$848K 0.02%
1,605
-143
404
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405
$847K 0.02%
101,661
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406
$843K 0.02%
4,484
+787
407
$842K 0.02%
19,930
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408
$842K 0.02%
30,718
+8,013
409
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3,407
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410
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+27,364
411
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30,776
-662
412
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12,181
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413
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32,199
-12,406
414
$832K 0.02%
6,987
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415
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47,348
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416
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417
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15,564
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418
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80,865
-16,662
419
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15,281
-173
420
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12,680
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421
$828K 0.02%
53,050
+5,136
422
$825K 0.02%
19,172
-3,417
423
$824K 0.02%
14,171
-407
424
$817K 0.02%
144,821
-1,697
425
$812K 0.02%
13,780
-221
15 16
17
18 19