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
101
$1.63M 0.1%
13,953
+539
102
$1.6M 0.1%
11,824
+2,083
103
$1.6M 0.1%
6,214
-341
104
$1.54M 0.1%
9,033
+170
105
$1.54M 0.1%
30,542
-754
106
$1.52M 0.09%
8,199
+1,342
107
$1.51M 0.09%
6,003
+1,575
108
$1.48M 0.09%
4,429
+1,385
109
$1.48M 0.09%
20,520
-1,390
110
$1.47M 0.09%
6,472
-130
111
$1.47M 0.09%
5,053
+456
112
$1.45M 0.09%
37,985
+23,472
113
$1.41M 0.09%
13,227
-2,111
114
$1.4M 0.09%
5,068
+1,009
115
$1.4M 0.09%
135,229
+18,366
116
$1.39M 0.09%
6,021
-569
117
$1.39M 0.09%
66,860
+27,946
118
$1.36M 0.08%
6,196
+1,007
119
$1.34M 0.08%
9,510
+1,851
120
$1.33M 0.08%
23,694
+4,331
121
$1.32M 0.08%
52,172
+29,614
122
$1.31M 0.08%
26,558
+655
123
$1.31M 0.08%
28,222
+1,364
124
$1.3M 0.08%
2,160
+176
125
$1.28M 0.08%
7,712
+930
3 4
5
6 7