Ritholtz Wealth Management
CIK Number: 0001698218
3.32B
Market Value
833
# of Holdings
9 months
Avg. Holding Period
66.25%
Win Rate
42.02%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Vanguard Index ... | 291.44 | -1.11% | 820.97K | +1.46% | 232.47M | 166.49 | 7.01% | |
| 2 | Invesco Qqq Tr | 515.26 | -1.77% | 412.42K | +1.92% | 201.29M | 339.9 | 6.07% | |
| 3 | Ishares Tr | 591.53 | -1.13% | 347.63K | +1.70% | 200.52M | 417.05 | 6.04% | |
| 4 | Ishares Tr | 100.63 | +0.01% | 1.51M | +5.91% | 153.29M | 99.9 | 4.62% | |
| 5 | Apple Inc | 242.22 | -1.13% | 491.21K | +3.65% | 114.45M | 149.39 | 3.45% |
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