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
126
$649K 0.06%
13,410
-1,929
127
$644K 0.06%
5,410
+727
128
$630K 0.06%
3,462
+255
129
$622K 0.06%
2,924
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130
$619K 0.06%
5,285
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131
$618K 0.06%
28,174
-7,898
132
$615K 0.06%
3,749
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133
$613K 0.06%
1,316
+124
134
$611K 0.06%
4,321
+241
135
$607K 0.06%
2,915
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136
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3,435
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137
$597K 0.06%
2,264
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138
$594K 0.06%
3,519
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139
$592K 0.06%
71,535
+48,173
140
$590K 0.06%
17,000
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141
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142
$587K 0.06%
11,689
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143
$584K 0.06%
109,588
+32,597
144
$580K 0.06%
2,803
145
$579K 0.06%
5,470
-310
146
$572K 0.05%
3,857
147
$565K 0.05%
59,888
+5,347
148
$560K 0.05%
12,744
-553
149
$559K 0.05%
1,033
+66
150
$556K 0.05%
+9,642
4 5
6
7 8