RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.76B
1-Year Est. Return 24.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.76%
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
+$5.97M
2
+$5.39M
3
+$5.32M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$4.43M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$4.39M

Top Sells

1
+$3.79M
2
+$2.86M
3
+$2.39M
4
LRCX icon
Lam Research
LRCX
+$2.26M
5
TK icon
Teekay
TK
+$1.84M

Sector Composition

1 Technology 13.53%
2 Financials 8.37%
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
851
$31.5K ﹤0.01%
10,000
852
$31.5K ﹤0.01%
26,000
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33 34
35
36 37