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
151
$1.11M 0.07%
12,815
+183
152
$1.11M 0.07%
59,870
+7,229
153
$1.11M 0.07%
9,953
+4,679
154
$1.11M 0.07%
227,496
+21,480
155
$1.11M 0.07%
24,381
+298
156
$1.1M 0.07%
162,268
+32,406
157
$1.09M 0.07%
25,106
+4,028
158
$1.08M 0.07%
5,364
+191
159
$1.07M 0.07%
13,653
+2,959
160
$1.06M 0.07%
5,152
+243
161
$1.06M 0.07%
1,647
+235
162
$1.06M 0.07%
42,977
+5,353
163
$1.02M 0.06%
6,965
-134
164
$1.02M 0.06%
17,591
+3,489
165
$1.01M 0.06%
423
+31
166
$1.01M 0.06%
17,392
+702
167
$1.01M 0.06%
9,099
+2,292
168
$1.01M 0.06%
7,330
+430
169
$1.01M 0.06%
8,791
-97
170
$1.01M 0.06%
18,693
+5,476
171
$1M 0.06%
13,945
+1,755
172
$1M 0.06%
4,584
-92
173
$996K 0.06%
1,674
+37
174
$980K 0.06%
23,792
+8,297
175
$969K 0.06%
9,397
+1,204
5 6
7
8 9