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
526
$48K ﹤0.01%
12,684
-3,282
527
$46K ﹤0.01%
15,588
+583
528
$36K ﹤0.01%
2,468
529
$35K ﹤0.01%
+10,867
530
$21K ﹤0.01%
11,783
-14,398
531
$21K ﹤0.01%
1,160
532
– –
-11,806
533
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-815
534
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-1,947
535
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-3,046
536
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537
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538
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-8,447
539
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540
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541
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-8,250
542
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543
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544
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545
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546
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547
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549
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550
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