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
451
$315K 0.02%
26,993
+4,454
452
$310K 0.02%
972
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453
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1,200
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$307K 0.02%
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455
$306K 0.02%
7,657
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456
$303K 0.02%
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457
$300K 0.02%
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458
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459
$290K 0.02%
43,756
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460
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71,555
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462
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49,479
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463
$288K 0.02%
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$287K 0.02%
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-7,040
465
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467
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470
$278K 0.02%
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471
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192
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2,046
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$275K 0.02%
2,278
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474
$271K 0.02%
414
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475
$269K 0.02%
+28,337
17 18
19
20 21