RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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
+$9.11M
2
+$8.89M
3
+$5.89M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.82M
5
PLD icon
Prologis
PLD
+$5.2M

Top Sells

1
+$5.86M
2
+$2.94M
3
+$2.33M
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
+$1.81M

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
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