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
51
$3.21M 0.2%
54,317
+7,965
52
$3.14M 0.2%
18,375
+2,004
53
$3.07M 0.19%
3,854
+267
54
$2.98M 0.19%
40,885
+1,254
55
$2.95M 0.18%
36,426
-487
56
$2.92M 0.18%
116,122
-21,616
57
$2.92M 0.18%
115,435
-345
58
$2.87M 0.18%
15,671
+411
59
$2.84M 0.18%
45,401
60
$2.79M 0.17%
59,865
61
$2.72M 0.17%
23,391
-1,316
62
$2.65M 0.16%
226,063
-47,564
63
$2.52M 0.16%
5,764
-229
64
$2.47M 0.15%
59,532
-1,015
65
$2.45M 0.15%
24,988
-2,217
66
$2.43M 0.15%
3,646
+108
67
$2.4M 0.15%
48,488
-4,279
68
$2.37M 0.15%
38,751
+4,924
69
$2.31M 0.14%
44,845
+5,242
70
$2.28M 0.14%
13,290
+162
71
$2.26M 0.14%
19,262
-309
72
$2.21M 0.14%
7,434
-652
73
$2.21M 0.14%
12,721
+1,763
74
$2.17M 0.13%
3,815
+198
75
$2.12M 0.13%
5,110
+548
1 2
3
4 5