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
251
$902K 0.05%
10,753
-359
252
$890K 0.05%
6,343
+216
253
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16,649
-3,713
254
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71,164
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255
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3,671
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256
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10,535
-10,956
257
$872K 0.05%
33,256
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258
$872K 0.05%
+21,906
259
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30,258
+13,241
260
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19,043
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261
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14,072
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262
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13,192
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263
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16,929
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264
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265
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108,561
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2,116
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5,238
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272
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7,666
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273
$811K 0.05%
4,619
-13,197
274
$810K 0.05%
+2,695
275
$801K 0.04%
9,728
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9 10
11
12 13