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
426
$360K 0.02%
10,759
+971
427
$359K 0.02%
11,244
+1,093
428
$359K 0.02%
4,963
-1,260
429
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8,194
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431
$357K 0.02%
55,015
-8,556
432
$352K 0.02%
10,153
-1,303
433
$349K 0.02%
3,156
-1,925
434
$347K 0.02%
7,429
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435
$342K 0.02%
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436
$341K 0.02%
51,111
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437
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+14,051
438
$339K 0.02%
6,349
-4,840
439
$338K 0.02%
27,357
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$332K 0.02%
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-4,311
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3,280
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444
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-8,850
445
$324K 0.02%
1,988
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446
$323K 0.02%
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447
$323K 0.02%
4,630
-4,670
448
$322K 0.02%
629
-678
449
$316K 0.02%
3,084
-10,204
450
$316K 0.02%
2,576
-491
16 17
18
19 20