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
326
$618K 0.03%
27,902
+9,364
327
$618K 0.03%
12,500
-50
328
$613K 0.03%
13,447
-22,342
329
$608K 0.03%
3,709
-3,840
330
$599K 0.03%
7,347
+1,513
331
$584K 0.03%
9,491
-435
332
$578K 0.03%
16,690
+4,520
333
$577K 0.03%
2,065
+562
334
$577K 0.03%
3,399
-300
335
$576K 0.03%
2,721
-1,060
336
$576K 0.03%
11,344
+3,442
337
$576K 0.03%
4,003
-52
338
$575K 0.03%
3,440
+309
339
$573K 0.03%
1,476
+435
340
$573K 0.03%
9,206
-11,460
341
$567K 0.03%
4,376
-2,987
342
$566K 0.03%
11,167
+924
343
$565K 0.03%
17,175
+280
344
$557K 0.03%
4,706
-163
345
$556K 0.03%
14,222
-13,911
346
$556K 0.03%
7,726
+3,310
347
$554K 0.03%
7,960
-4,420
348
$554K 0.03%
+26,904
349
$553K 0.03%
47,445
+11,326
350
$549K 0.03%
21,690
-956
12 13
14
15 16