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
826
$150K ﹤0.01%
13,238
-3,436
827
$146K ﹤0.01%
13,882
+580
828
$146K ﹤0.01%
+10,829
829
$139K ﹤0.01%
15,333
-5,582
830
$135K ﹤0.01%
19,345
-703
831
$129K ﹤0.01%
34,035
-82,922
832
$127K ﹤0.01%
12,688
-3,380
833
$126K ﹤0.01%
11,001
-1,792
834
$125K ﹤0.01%
12,617
-7,645
835
$121K ﹤0.01%
17,825
-1,205
836
$119K ﹤0.01%
17,489
+1,072
837
$118K ﹤0.01%
12,859
-6,205
838
$104K ﹤0.01%
+11,559
839
$103K ﹤0.01%
12,202
-333
840
$101K ﹤0.01%
19,156
-14,985
841
$99K ﹤0.01%
24,626
-7,432
842
$65.2K ﹤0.01%
13,535
-10,655
843
$65K ﹤0.01%
48,139
844
$64.6K ﹤0.01%
12,125
-2,553
845
$61.4K ﹤0.01%
20,128
-1,472
846
$59K ﹤0.01%
31,359
-18,867
847
$55.5K ﹤0.01%
23,038
848
$46.8K ﹤0.01%
10,794
-3,101
849
$33.4K ﹤0.01%
13,147
-15,508
850
$32K ﹤0.01%
11,883
-3,688
32 33
34
35 36