RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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
+$35M
2
+$20.4M
3
+$8.68M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.26M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.88M

Top Sells

1
+$38.4M
2
+$10.7M
3
+$4.52M
4
ORI icon
Old Republic International
ORI
+$1.55M
5
FVD icon
First Trust Value Line Dividend Fund
FVD
+$1.23M

Sector Composition

1 Technology 8.18%
2 Financials 5.09%
3 Consumer Discretionary 3.26%
4 Healthcare 2.88%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$236K 0.02%
656
+63
427
$235K 0.02%
+2,094
428
$233K 0.02%
8,090
-850
429
$232K 0.02%
815
-352
430
$232K 0.02%
1,531
+15
431
$231K 0.02%
+1,363
432
$230K 0.02%
7,350
-12,222
433
$228K 0.02%
25,322
-2,736
434
$227K 0.02%
2,325
+145
435
$226K 0.02%
13,050
436
$225K 0.02%
1,088
-4
437
$225K 0.02%
+1,075
438
$225K 0.02%
1,103
+2
439
$224K 0.02%
8,380
-6,036
440
$224K 0.02%
1,020
-410
441
$222K 0.02%
11,488
-4,148
442
$222K 0.02%
6,833
443
$218K 0.02%
604
444
$217K 0.02%
11,722
-3,958
445
$217K 0.02%
+2,743
446
$217K 0.02%
+27,329
447
$215K 0.01%
2,006
448
$215K 0.01%
+9,124
449
$215K 0.01%
1,970
450
$214K 0.01%
1,302
16 17
18
19 20