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
801
$211K 0.01%
+2,094
802
$207K 0.01%
1,941
-118
803
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804
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805
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806
$205K 0.01%
719
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807
$205K 0.01%
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-3,165
808
$204K 0.01%
15,093
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$202K 0.01%
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810
$202K 0.01%
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811
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812
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38,437
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814
$196K 0.01%
33,901
815
$191K 0.01%
12,043
-2
816
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12,594
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817
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46,116
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818
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819
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20,460
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821
$172K 0.01%
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822
$167K ﹤0.01%
19,723
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823
$167K ﹤0.01%
11,663
-7,613
824
$162K ﹤0.01%
+36,636
825
$161K ﹤0.01%
10,537
-823
31 32
33
34 35