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
$1.04B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$4.87M
3
+$4.47M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.18M
5
ATUS icon
Altice USA
ATUS
+$2.92M

Top Sells

1
+$4.04M
2
+$1.76M
3
+$950K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$888K
5
UN
Unilever NV New York Registry Shares
UN
+$477K

Sector Composition

1 Technology 6.25%
2 Consumer Discretionary 2.93%
3 Financials 2.58%
4 Healthcare 2.34%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.08M 0.39%
132,668
-5,864
27
$3.67M 0.35%
20,239
+137
28
$3.64M 0.35%
26,323
+1,789
29
$3.63M 0.35%
32,820
+2,581
30
$3.49M 0.33%
136,621
+1,022
31
$3.19M 0.31%
127,935
+1,306
32
$3.18M 0.3%
37,413
+190
33
$3.15M 0.3%
118,455
+36,870
34
$3.04M 0.29%
49,433
+6,377
35
$3.02M 0.29%
8,772
+405
36
$2.92M 0.28%
+77,104
37
$2.85M 0.27%
24,313
+845
38
$2.81M 0.27%
25,748
+2,072
39
$2.79M 0.27%
31,860
+9,700
40
$2.66M 0.25%
48,859
-780
41
$2.65M 0.25%
20,885
+4,683
42
$2.57M 0.25%
60,912
-285
43
$2.53M 0.24%
60,715
44
$2.53M 0.24%
35,700
+2,441
45
$2.46M 0.24%
28,100
+3,880
46
$2.42M 0.23%
185,080
-26,720
47
$2.37M 0.23%
6,756
+3,922
48
$2.28M 0.22%
10,442
+410
49
$2.27M 0.22%
18,958
+868
50
$2.26M 0.22%
72,598
+220
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