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
426
$236K 0.02%
656
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427
$235K 0.02%
+2,094
428
$233K 0.02%
8,090
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429
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432
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7,350
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435
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436
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437
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438
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440
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443
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445
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447
$215K 0.01%
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448
$215K 0.01%
+9,124
449
$215K 0.01%
1,970
450
$214K 0.01%
1,302
16 17
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