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
101
$905K 0.09%
4,229
+1,427
102
$893K 0.09%
14,842
-4,988
103
$872K 0.08%
8,148
+718
104
$868K 0.08%
1,489
+117
105
$851K 0.08%
12,241
+2,634
106
$849K 0.08%
381
+13
107
$841K 0.08%
27,804
+10,551
108
$828K 0.08%
20,089
+1,417
109
$825K 0.08%
3,130
+1,881
110
$815K 0.08%
13,106
+1,991
111
$784K 0.08%
10,878
-602
112
$774K 0.07%
4,357
+562
113
$772K 0.07%
12,397
+2,861
114
$768K 0.07%
7,166
+2,330
115
$741K 0.07%
9,498
-448
116
$736K 0.07%
11,861
+1,747
117
$732K 0.07%
7,750
+232
118
$730K 0.07%
2,882
119
$692K 0.07%
53,592
+2,365
120
$691K 0.07%
25,250
+12,800
121
$678K 0.06%
12,367
+465
122
$675K 0.06%
6,763
-481
123
$672K 0.06%
2,573
+335
124
$663K 0.06%
75,556
+10,639
125
$658K 0.06%
81,589
+18,650
3 4
5
6 7