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
$3.4B
AUM Growth
+$86.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
925
New
Increased
Reduced
Closed

Top Buys

1
+$5.96M
2
+$5.66M
3
+$5.36M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.43M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$4.27M

Top Sells

1
+$3.87M
2
+$2.86M
3
+$2.27M
4
LRCX icon
Lam Research
LRCX
+$2.26M
5
TK icon
Teekay
TK
+$1.84M

Sector Composition

1 Technology 13.53%
2 Financials 8.34%
3 Consumer Discretionary 5.21%
4 Industrials 4.61%
5 Healthcare 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$2.29M 0.07%
16,636
+5,303
202
$2.28M 0.07%
19,816
+259
203
$2.28M 0.07%
20,874
+85
204
$2.26M 0.07%
7,530
-1,217
205
$2.26M 0.07%
155,843
-11,550
206
$2.25M 0.07%
20,784
+1,366
207
$2.23M 0.07%
35,164
+2,756
208
$2.23M 0.07%
39,389
+15,546
209
$2.22M 0.07%
28,934
+1,291
210
$2.22M 0.07%
30,966
+1,413
211
$2.22M 0.07%
36,776
+1,331
212
$2.22M 0.07%
4,795
+266
213
$2.19M 0.06%
6,282
+330
214
$2.18M 0.06%
28,034
-2,034
215
$2.18M 0.06%
16,189
+2,448
216
$2.17M 0.06%
91,690
+10,864
217
$2.17M 0.06%
15,105
+309
218
$2.16M 0.06%
17,871
+1,316
219
$2.16M 0.06%
6,500
+212
220
$2.16M 0.06%
19,553
-108
221
$2.14M 0.06%
6,097
+899
222
$2.14M 0.06%
20,097
-1,694
223
$2.12M 0.06%
8,838
+65
224
$2.12M 0.06%
106,734
-55,086
225
$2.11M 0.06%
32,436
+4,449
7 8
9
10 11