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
$350M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$13.6M
3
+$8.08M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.26M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$5.82M

Top Sells

1
+$11.4M
2
+$10.1M
3
+$9.47M
4
DGRE icon
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
+$8.85M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.24M

Sector Composition

1 Technology 2.96%
2 Healthcare 1.69%
3 Industrials 1.51%
4 Financials 1.49%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 0.36%
215,320
+25,320
27
$1.23M 0.35%
23,661
-2,300
28
$1.08M 0.31%
9,830
-55
29
$1.06M 0.3%
7,818
-124
30
$1.03M 0.29%
10,321
-1,819
31
$973K 0.28%
18,573
-641
32
$939K 0.27%
34,875
-8,757
33
$927K 0.26%
4,646
-333
34
$898K 0.26%
2,740
-350
35
$879K 0.25%
79,934
-3,153
36
$879K 0.25%
19,223
+2,413
37
$872K 0.25%
13,458
-187
38
$806K 0.23%
12,744
-5,581
39
$790K 0.23%
6,767
+80
40
$783K 0.22%
31,137
+1,129
41
$780K 0.22%
9,841
-2,139
42
$776K 0.22%
31,342
+1,221
43
$772K 0.22%
+31,564
44
$771K 0.22%
29,751
+1,170
45
$685K 0.2%
16,127
+3,241
46
$680K 0.19%
9,025
-3,425
47
$647K 0.18%
17,166
-4,847
48
$641K 0.18%
16,940
+330
49
$605K 0.17%
10,914
-3,171
50
$599K 0.17%
+15,252
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