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
501
$187K 0.01%
+4,250
502
$186K 0.01%
1,152
-837
503
$185K 0.01%
+27,984
504
$179K 0.01%
11,825
+154
505
$174K 0.01%
14,460
-1,897
506
$169K 0.01%
48,223
+4,872
507
$153K 0.01%
+14,070
508
$147K 0.01%
15,499
-2,110
509
$143K 0.01%
11,271
-1,679
510
$118K 0.01%
+763
511
$115K 0.01%
+18,490
512
$107K 0.01%
37,590
-12,255
513
$107K 0.01%
32,669
-8,479
514
$102K 0.01%
14,431
-10,891
515
$97K 0.01%
13,931
-1,108
516
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14,000
517
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23,102
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518
$83K 0.01%
11,927
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519
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11,629
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520
$68K ﹤0.01%
16,543
-10,735
521
$67K ﹤0.01%
17,903
-9,670
522
$61K ﹤0.01%
+2,660
523
$59K ﹤0.01%
10,815
524
$58K ﹤0.01%
1,000
525
$49K ﹤0.01%
14,473
-7,425
19 20
21
22 23