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
$1.04B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1
+$6.49M
2
+$4.87M
3
+$4.47M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.18M
5
ATUS icon
Altice USA
ATUS
+$2.92M

Top Sells

1
+$4.04M
2
+$1.76M
3
+$950K
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$888K
5
UN
Unilever NV New York Registry Shares
UN
+$477K

Sector Composition

1 Technology 6.25%
2 Consumer Discretionary 2.93%
3 Financials 2.58%
4 Healthcare 2.34%
5 Communication Services 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.21%
43,095
+2,889
52
$2.12M 0.2%
32,947
+175
53
$2.1M 0.2%
13,763
+1,421
54
$2.09M 0.2%
9,015
+203
55
$2.05M 0.2%
14,546
56
$2.05M 0.2%
27,256
-119
57
$2.04M 0.2%
14,656
+1,319
58
$2.04M 0.2%
7,456
+930
59
$2.02M 0.19%
31,198
+2,146
60
$1.99M 0.19%
236,149
+64,315
61
$1.94M 0.19%
12,315
+235
62
$1.88M 0.18%
7,889
+171
63
$1.75M 0.17%
86,475
+8,870
64
$1.63M 0.16%
10,948
+694
65
$1.62M 0.15%
6,597
-45
66
$1.55M 0.15%
3,095
+1,232
67
$1.42M 0.14%
38,637
+9,432
68
$1.38M 0.13%
3,871
+60
69
$1.37M 0.13%
6,986
70
$1.33M 0.13%
26,079
-1,630
71
$1.32M 0.13%
25,168
+11,578
72
$1.29M 0.12%
33,565
+469
73
$1.27M 0.12%
8,569
+1,138
74
$1.26M 0.12%
15,355
+1,165
75
$1.22M 0.12%
17,751
+3,154
1 2
3
4 5