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
$585M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$6.47M
3
+$4.67M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.92M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.27M

Top Sells

1
+$13M
2
+$954K
3
+$766K
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$734K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$671K

Sector Composition

1 Technology 2.04%
2 Healthcare 1.37%
3 Communication Services 0.93%
4 Financials 0.81%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.47M 0.42%
98,902
+11,521
27
$2.37M 0.41%
39,084
-7,201
28
$2.37M 0.4%
38,839
+2,144
29
$2.14M 0.37%
15,981
-1,128
30
$1.99M 0.34%
11,621
31
$1.91M 0.33%
13,686
+1,300
32
$1.83M 0.31%
32,877
-3,981
33
$1.56M 0.27%
7,818
34
$1.46M 0.25%
17,565
-3,142
35
$1.39M 0.24%
55,820
+5,170
36
$1.16M 0.2%
18,961
-3,133
37
$1.16M 0.2%
31,453
+1,939
38
$1.1M 0.19%
21,156
-5,038
39
$1.06M 0.18%
3,633
-1,695
40
$1.03M 0.18%
8,637
+590
41
$1.03M 0.18%
18,011
+564
42
$1.01M 0.17%
18,253
+4,730
43
$997K 0.17%
5,746
-499
44
$983K 0.17%
37,654
+3,660
45
$969K 0.17%
12,643
+258
46
$964K 0.16%
10,180
+1,480
47
$942K 0.16%
7,573
+832
48
$895K 0.15%
8,005
+99
49
$881K 0.15%
8,036
+534
50
$877K 0.15%
6,582
-1,802
1
2
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