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
476
$175K 0.01%
59,281
+13,524
477
$173K 0.01%
17,609
+1,691
478
$172K 0.01%
11,671
+146
479
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15,039
-1,233
480
$156K 0.01%
49,845
+26,442
481
$155K 0.01%
+10,548
482
$150K 0.01%
330,971
483
$150K 0.01%
27,573
+12,616
484
$149K 0.01%
+21,898
485
$149K 0.01%
41,148
-11,130
486
$149K 0.01%
12,950
-360
487
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+11,953
488
$134K 0.01%
33,808
+13,774
489
$128K 0.01%
43,351
+4,425
490
$120K 0.01%
27,278
-19,327
491
$118K 0.01%
12,366
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492
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20,510
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493
$101K 0.01%
13,010
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494
$92K 0.01%
+15,108
495
$92K 0.01%
14,000
+4,000
496
$81K 0.01%
55,453
-90,589
497
$79K 0.01%
19,537
+1,910
498
$76K 0.01%
+21,568
499
$74K 0.01%
+10,815
500
$67K ﹤0.01%
+15,630
18 19
20
21 22