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
201
$407K 0.04%
8,924
+187
202
$402K 0.04%
16,518
-4,070
203
$401K 0.04%
9,084
+2,684
204
$400K 0.04%
3,327
+1,350
205
$395K 0.04%
+6,538
206
$395K 0.04%
5,396
+192
207
$384K 0.04%
35,741
-1,465
208
$383K 0.04%
3,487
+1,108
209
$382K 0.04%
6,771
+942
210
$379K 0.04%
12,572
+356
211
$379K 0.04%
+3,897
212
$378K 0.04%
10,167
+3,733
213
$376K 0.04%
36,853
-873
214
$374K 0.04%
1,224
+339
215
$373K 0.04%
5,413
+748
216
$368K 0.04%
1,418
+448
217
$367K 0.04%
+19,000
218
$362K 0.03%
+5,116
219
$362K 0.03%
+12,445
220
$362K 0.03%
7,245
-3,605
221
$356K 0.03%
13,081
222
$355K 0.03%
2,719
-496
223
$355K 0.03%
+380
224
$352K 0.03%
+9,350
225
$351K 0.03%
1,689
+311
7 8
9
10 11