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
$267M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$2.74M
3
+$1.98M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.32M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.09M

Top Sells

1
+$499K
2
+$449K
3
+$278K
4
HRB icon
H&R Block
HRB
+$231K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$225K

Sector Composition

1 Technology 1.41%
2 Industrials 1.11%
3 Financials 0.94%
4 Energy 0.84%
5 Consumer Staples 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$831K 0.31%
7,457
+440
27
$774K 0.29%
8,102
+1,150
28
$755K 0.28%
29,962
-2,523
29
$754K 0.28%
30,404
-2,654
30
$754K 0.28%
30,106
-2,541
31
$751K 0.28%
28,595
-2,425
32
$669K 0.25%
8,162
+1,947
33
$654K 0.24%
13,967
-1,319
34
$650K 0.24%
14,919
-924
35
$647K 0.24%
5,826
+127
36
$583K 0.22%
3,965
-505
37
$553K 0.21%
83,087
+4,951
38
$539K 0.2%
5,907
+912
39
$517K 0.19%
7,074
-374
40
$502K 0.19%
7,920
+22
41
$474K 0.18%
3,800
42
$473K 0.18%
2,048
43
$443K 0.17%
+3,937
44
$442K 0.17%
9,141
45
$427K 0.16%
11,100
46
$421K 0.16%
5,000
47
$394K 0.15%
23,570
-520
48
$384K 0.14%
3,316
-3,880
49
$384K 0.14%
+11,050
50
$381K 0.14%
6,962
+112
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2
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