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
$238M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$28.8M
3
+$20.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$18.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$13.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.42%
2 Technology 1.26%
3 Consumer Staples 0.87%
4 Financials 0.82%
5 Energy 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$822K 0.35%
+33,058
27
$818K 0.34%
+32,485
28
$817K 0.34%
+32,647
29
$814K 0.34%
+31,020
30
$810K 0.34%
+7,017
31
$728K 0.31%
+201,440
32
$709K 0.3%
+15,286
33
$669K 0.28%
+5,699
34
$647K 0.27%
+15,843
35
$637K 0.27%
+4,470
36
$635K 0.27%
+6,952
37
$588K 0.25%
+7,898
38
$572K 0.24%
+7,448
39
$502K 0.21%
+6,215
40
$458K 0.19%
+9,141
41
$455K 0.19%
+2,048
42
$444K 0.19%
+4,995
43
$432K 0.18%
+11,100
44
$426K 0.18%
+78,136
45
$417K 0.18%
+5,000
46
$408K 0.17%
+3,800
47
$383K 0.16%
+24,090
48
$356K 0.15%
+6,850
49
$332K 0.14%
+3,600
50
$311K 0.13%
+1,573
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