RWM
Ritholtz Wealth Management Portfolio holdings
AUM
$4.53B
This Quarter Return
+7.73%
1 Year Return
+18.97%
3 Year Return
+75.65%
5 Year Return
+122.65%
10 Year Return
–
AUM
$1.6B
AUM Growth
+$162M
(+11%)
Cap. Flow
+$72.1M
Cap. Flow
% of AUM
4.49%
Top 10 Holdings %
Top 10 Hldgs %
56.33%
Holding
570
New
59
Increased
258
Reduced
190
Closed
39
Top Buys
| 1 |
Apple
AAPL
|
$9.99M |
| 2 |
iShares Core US Aggregate Bond ETF
AGG
|
$9.09M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$6.1M |
| 4 |
Invesco QQQ Trust
QQQ
|
$6M |
| 5 |
Prologis
PLD
|
$5.87M |
Top Sells
Sector Composition
| 1 | Technology | 10.12% |
| 2 | Financials | 4.97% |
| 3 | Consumer Discretionary | 3.49% |
| 4 | Healthcare | 3.04% |
| 5 | Industrials | 2.41% |
