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
526
$570K 0.02%
37,698
+13,921
527
$565K 0.02%
59,214
+33,249
528
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532
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34,597
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533
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11,590
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534
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342,256
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535
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898
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536
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97,025
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537
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8,475
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538
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539
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2,906
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540
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57,584
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541
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545
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8,719
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546
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6,156
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547
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10,498
-12,392
548
$523K 0.02%
1,867
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549
$522K 0.02%
2,985
-168
550
$521K 0.02%
23,996
+2,250
20 21
22
23 24