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
76
$1.22M 0.12%
40,124
+5,020
77
$1.21M 0.12%
6,809
-1,061
78
$1.21M 0.12%
30,542
+7,457
79
$1.21M 0.12%
5,184
+72
80
$1.16M 0.11%
13,324
+364
81
$1.09M 0.1%
6,879
-638
82
$1.08M 0.1%
17,546
-825
83
$1.06M 0.1%
2,818
+584
84
$1.06M 0.1%
59,357
+5,155
85
$1.04M 0.1%
3,918
-4
86
$1.03M 0.1%
4,487
-689
87
$1.03M 0.1%
24,535
+1,371
88
$1.02M 0.1%
23,708
+487
89
$1.02M 0.1%
71,780
+6,480
90
$1.02M 0.1%
4,343
+387
91
$1.01M 0.1%
35,743
+1,339
92
$997K 0.1%
4,391
+211
93
$949K 0.09%
16,146
+1,450
94
$949K 0.09%
19,050
+1,505
95
$947K 0.09%
8,068
+162
96
$939K 0.09%
1,926
+223
97
$923K 0.09%
42,502
-6,415
98
$921K 0.09%
4,293
+525
99
$918K 0.09%
10,869
+1,749
100
$906K 0.09%
4,070
+812
2 3
4
5 6