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
$195M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$17M
3
+$15.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.5M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.49%
2 Technology 1.26%
3 Energy 1.06%
4 Consumer Staples 1.03%
5 Financials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$846K 0.43%
+7,830
27
$816K 0.42%
+22,803
28
$813K 0.42%
+11,792
29
$759K 0.39%
+9,865
30
$752K 0.38%
+7,184
31
$747K 0.38%
+11,682
32
$746K 0.38%
+29,668
33
$746K 0.38%
+30,016
34
$742K 0.38%
+29,807
35
$741K 0.38%
+9,498
36
$700K 0.36%
+7,649
37
$631K 0.32%
+7,309
38
$568K 0.29%
+8,395
39
$558K 0.29%
+13,278
40
$556K 0.28%
+6,156
41
$522K 0.27%
+195,800
42
$509K 0.26%
+3,869
43
$479K 0.25%
+5,165
44
$479K 0.25%
+18,345
45
$470K 0.24%
+2,288
46
$427K 0.22%
+4,995
47
$421K 0.22%
+30,392
48
$406K 0.21%
+3,014
49
$403K 0.21%
+4,729
50
$399K 0.2%
+3,347
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