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
76
$2.1M 0.13%
79,445
-3,548
77
$2.1M 0.13%
3,701
+21
78
$2.08M 0.13%
37,200
+6,892
79
$2.08M 0.13%
31,260
+5,110
80
$2.05M 0.13%
65,108
-7,270
81
$2M 0.12%
43,409
-558
82
$1.99M 0.12%
7,433
+648
83
$1.97M 0.12%
17,608
-1,800
84
$1.93M 0.12%
28,766
+1,877
85
$1.91M 0.12%
16,908
+1,633
86
$1.83M 0.11%
64,291
-6,934
87
$1.81M 0.11%
48,128
+21,378
88
$1.81M 0.11%
8,042
+2,256
89
$1.79M 0.11%
29,605
-2,988
90
$1.77M 0.11%
10,157
-1,530
91
$1.75M 0.11%
6,887
+599
92
$1.74M 0.11%
22,727
+7,733
93
$1.69M 0.1%
13,046
+424
94
$1.66M 0.1%
31,963
+10,278
95
$1.66M 0.1%
4,621
+116
96
$1.65M 0.1%
80,915
+19,610
97
$1.64M 0.1%
4,294
+709
98
$1.64M 0.1%
27,734
+1,965
99
$1.64M 0.1%
25,879
+3,535
100
$1.64M 0.1%
22,664
+397
2 3
4
5 6