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
451
$754K 0.02%
7,303
-37,459
452
$753K 0.02%
3,579
+34
453
$751K 0.02%
58,967
+7,349
454
$749K 0.02%
19,512
-58
455
$746K 0.02%
14,647
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456
$744K 0.02%
24,586
-2,409
457
$744K 0.02%
6,407
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458
$742K 0.02%
11,212
+5,157
459
$740K 0.02%
9,277
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460
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33,430
-4,133
461
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15,392
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462
$729K 0.02%
6,415
-80
463
$727K 0.02%
11,672
-696
464
$724K 0.02%
5,910
+1,690
465
$716K 0.02%
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466
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467
$709K 0.02%
92,413
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468
$709K 0.02%
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469
$706K 0.02%
32,859
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470
$701K 0.02%
20,786
+5,374
471
$689K 0.02%
3,294
+2
472
$689K 0.02%
25,082
+5,235
473
$685K 0.02%
6,458
+170
474
$685K 0.02%
129,512
-8,861
475
$684K 0.02%
17,954
+1,238
17 18
19
20 21