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
451
$213K 0.01%
2,921
-97
452
$212K 0.01%
+2,922
453
$211K 0.01%
+2,211
454
$211K 0.01%
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455
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456
$210K 0.01%
9,534
457
$209K 0.01%
1,292
-19
458
$208K 0.01%
5,481
-2,179
459
$208K 0.01%
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-700
460
$208K 0.01%
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-53
461
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462
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463
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464
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465
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466
$203K 0.01%
6,496
-2,986
467
$203K 0.01%
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468
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469
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470
$202K 0.01%
2,518
-1,025
471
$200K 0.01%
20,654
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472
$200K 0.01%
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473
$190K 0.01%
15,397
-7,203
474
$190K 0.01%
16,357
-185
475
$175K 0.01%
10,975
+344
17 18
19
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