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
$1.79B
AUM Growth
-$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$58.9M
3
+$38.2M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$23.7M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$17M

Top Sells

1
+$259M
2
+$58.9M
3
+$15.9M
4
OWL icon
Blue Owl Capital
OWL
+$9.04M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.98M

Sector Composition

1 Technology 9.76%
2 Healthcare 6.86%
3 Financials 6.65%
4 Industrials 4.9%
5 Consumer Staples 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.05M 0.06%
20,787
-15,536
227
$1.03M 0.06%
3,997
-3,594
228
$1.03M 0.06%
1,450
-3,330
229
$1.01M 0.06%
8,008
+2,060
230
$1M 0.06%
26,522
+7,448
231
$998K 0.06%
4,282
+2,131
232
$995K 0.06%
13,510
+274
233
$991K 0.06%
24,144
-1,323
234
$990K 0.06%
17,282
+3,479
235
$987K 0.06%
7,052
-11,679
236
$981K 0.05%
65,652
-18,609
237
$979K 0.05%
125,557
-56,939
238
$975K 0.05%
12,249
-4,129
239
$974K 0.05%
31,917
-4,379
240
$972K 0.05%
22,125
+15,953
241
$965K 0.05%
45,008
+26,475
242
$960K 0.05%
28,054
+1,562
243
$951K 0.05%
4,312
-3,067
244
$944K 0.05%
33,996
-13,858
245
$938K 0.05%
12,540
-1,135
246
$937K 0.05%
2
247
$933K 0.05%
87,629
-106,352
248
$929K 0.05%
5,880
-2,139
249
$909K 0.05%
5,242
+1,404
250
$902K 0.05%
138,182
-1,549
8 9
10
11 12