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
126
$1.28M 0.08%
36,400
+3,647
127
$1.28M 0.08%
12,037
+2,501
128
$1.26M 0.08%
113,544
+21,499
129
$1.25M 0.08%
19,749
-1,332
130
$1.25M 0.08%
14,377
+4,903
131
$1.23M 0.08%
27,797
+12,306
132
$1.22M 0.08%
7,074
+116
133
$1.22M 0.08%
32,431
+5,325
134
$1.22M 0.08%
6,451
-860
135
$1.21M 0.08%
15,758
+1,578
136
$1.2M 0.07%
7,651
+469
137
$1.2M 0.07%
62,955
+6,162
138
$1.2M 0.07%
24,973
+3,742
139
$1.2M 0.07%
181,946
+90,901
140
$1.19M 0.07%
1,801
+197
141
$1.17M 0.07%
12,298
-1,136
142
$1.16M 0.07%
12,410
+2,124
143
$1.15M 0.07%
4,448
+658
144
$1.15M 0.07%
20,380
-6,607
145
$1.14M 0.07%
13,291
+1,153
146
$1.14M 0.07%
23,691
-987
147
$1.14M 0.07%
7,938
+1,763
148
$1.14M 0.07%
28,774
-3,172
149
$1.12M 0.07%
5,939
+75
150
$1.12M 0.07%
8,365
+725
4 5
6
7 8