RITHOLTZ WEALTH MANAGEMENT

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NEW YORK NY Investment Advisor
13F Summary
Ritholtz Wealth Management is based out of New York. Ritholtz Wealth Management is a large advisory firm with 3874 clients and discretionary assets under management (AUM) of $3,958,632,191 (Form ADV from 2024-03-07). Their last reported 13F filing for Q1 2024 included $2,899,267,307 in managed 13F securities and a top 10 holdings concentration of 40.82%. Ritholtz Wealth Management's largest holding is VANGUARD TOTAL STOCK MARKET INDEX FUND-ETF Shares with shares held of 815,898. Whalewisdom has at least 29 13F filings

2024-03-31

Top Buys (13F)

2024-03-31

Top Sells (13F)

2024-03-31

13F Holdings Summary

2024-03-31

13F Activity

Market Value $2.90b, Prior: $2.58b
Inflows (Outflows) as % of Total MV +4.3686%
New Purchases 80 stocks
Added To 385 stocks
Sold out of 46 stocks
Reduced holdings in 298 stocks
Top 10 Holdings % 40.82%
Turnover %[1] 16.01%
Turnover Alt %[2] 6.69%
Time Held Top 20 7.45 quarters
Time Held Top 10 6.8 quarters
Time Held All 8.86 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2024-03-31

13F Sector Allocation Over Time

2024-03-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2024-03-31

Portfolio Performance