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
$1.6B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
570
New
Increased
Reduced
Closed

Top Buys

1
+$9.99M
2
+$9.09M
3
+$6.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6M
5
PLD icon
Prologis
PLD
+$5.87M

Top Sells

1
+$6M
2
+$2.94M
3
+$2.3M
4
VEDL
Vedanta Limited American Depostary Shares (Each representing four equity shares)
VEDL
+$1.89M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$1.82M

Sector Composition

1 Technology 10.12%
2 Financials 4.97%
3 Consumer Discretionary 3.49%
4 Healthcare 3.04%
5 Industrials 2.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.71M 0.42%
39,859
+34,854
27
$6.12M 0.38%
89,639
-486
28
$5.97M 0.37%
19,974
+4,109
29
$5.93M 0.37%
70,035
-2,668
30
$5.58M 0.35%
91,118
+3,732
31
$5.35M 0.33%
33,774
+3,526
32
$5.03M 0.31%
193,866
+14,077
33
$4.99M 0.31%
45,211
+6,928
34
$4.87M 0.3%
40,515
+4,914
35
$4.76M 0.3%
44,308
-2,184
36
$4.58M 0.28%
52,541
+2,557
37
$4.42M 0.27%
12,540
+5,948
38
$4.28M 0.27%
12,721
-5
39
$4.12M 0.26%
26,618
+1,723
40
$4.12M 0.26%
35,838
+4,578
41
$4.03M 0.25%
54,690
-3,263
42
$3.94M 0.24%
7,837
+308
43
$3.92M 0.24%
23,991
+2,797
44
$3.92M 0.24%
33,762
-2,873
45
$3.87M 0.24%
9,336
+914
46
$3.83M 0.24%
17,685
-513
47
$3.68M 0.23%
60,569
-3,795
48
$3.6M 0.22%
121,379
-9,908
49
$3.59M 0.22%
139,845
-35,133
50
$3.57M 0.22%
80,228
+8,235
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