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
426
$811K 0.02%
5,059
-255
427
$811K 0.02%
733
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428
$808K 0.02%
2,475
-52
429
$808K 0.02%
41,604
-1,523
430
$808K 0.02%
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431
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+62,830
432
$805K 0.02%
24,668
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433
$796K 0.02%
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434
$796K 0.02%
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435
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436
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437
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-141
438
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439
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445
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446
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447
$770K 0.02%
34,954
-6,689
448
$769K 0.02%
14,144
+3,728
449
$764K 0.02%
7,381
+2,907
450
$755K 0.02%
5,718
+505
16 17
18
19 20