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
401
$413K 0.02%
+2,360
402
$408K 0.02%
2,311
-2,711
403
$404K 0.02%
1,894
-5
404
$402K 0.02%
2,238
-1,069
405
$399K 0.02%
5,133
-16,451
406
$397K 0.02%
1,716
-120
407
$395K 0.02%
8,529
-1,115
408
$392K 0.02%
4,902
-132
409
$391K 0.02%
1,142
-211
410
$389K 0.02%
48,517
+6,306
411
$388K 0.02%
1,386
-1,371
412
$387K 0.02%
+36,258
413
$387K 0.02%
5,182
-3,958
414
$382K 0.02%
6,110
-948
415
$381K 0.02%
21,599
+11,243
416
$377K 0.02%
23,255
417
$376K 0.02%
+10,359
418
$375K 0.02%
919
-705
419
$374K 0.02%
3,300
-1,383
420
$373K 0.02%
1,166
-1,082
421
$370K 0.02%
30,264
+18,744
422
$369K 0.02%
511
-1,056
423
$365K 0.02%
11,107
-6,194
424
$365K 0.02%
14,723
+2,404
425
$362K 0.02%
2,154
-2,284
15 16
17
18 19