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
376
$463K 0.03%
11,723
-8,958
377
$461K 0.03%
7,391
-2,830
378
$459K 0.03%
9,370
-9,749
379
$457K 0.03%
26,276
+4,676
380
$456K 0.03%
2,668
-1,556
381
$456K 0.03%
25,195
-11,611
382
$455K 0.03%
1,575
-1,190
383
$454K 0.03%
19,425
+10,325
384
$451K 0.03%
45,154
-8,047
385
$443K 0.02%
6,070
-10,575
386
$443K 0.02%
6,832
-924
387
$440K 0.02%
2,174
-226
388
$437K 0.02%
3,514
-1,432
389
$437K 0.02%
5,246
+375
390
$437K 0.02%
5,203
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391
$435K 0.02%
8,985
392
$434K 0.02%
17,546
-14,886
393
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53,196
-7,201
394
$427K 0.02%
9,996
+1,194
395
$426K 0.02%
8,103
-4,061
396
$424K 0.02%
7,819
-2,915
397
$423K 0.02%
2,891
+538
398
$421K 0.02%
3,585
-565
399
$420K 0.02%
3,188
-178
400
$420K 0.02%
+17,960
14 15
16
17 18