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
501
$622K 0.02%
25,974
-666
502
$622K 0.02%
11,495
+2,292
503
$620K 0.02%
25,776
-668
504
$620K 0.02%
+11,904
505
$618K 0.02%
3,565
-118
506
$618K 0.02%
24,653
-760
507
$613K 0.02%
5,377
+1,060
508
$609K 0.02%
13,909
+2,790
509
$607K 0.02%
14,007
-9,889
510
$606K 0.02%
9,441
-3,597
511
$602K 0.02%
39,663
+23,040
512
$599K 0.02%
5,318
-361
513
$598K 0.02%
6,630
514
$595K 0.02%
2,928
+270
515
$590K 0.02%
279
-28
516
$587K 0.02%
34,906
-19,415
517
$584K 0.02%
2,465
-238
518
$582K 0.02%
6,983
-735
519
$582K 0.02%
337
-11
520
$582K 0.02%
4,520
-12
521
$580K 0.02%
+19,178
522
$579K 0.02%
6,776
+771
523
$578K 0.02%
2,529
-9,923
524
$577K 0.02%
2,778
+681
525
$572K 0.02%
+12,233
19 20
21
22 23