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
$1.79B
AUM Growth
-$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$58.9M
3
+$38.2M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$23.7M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$17M

Top Sells

1
+$259M
2
+$58.9M
3
+$15.9M
4
OWL icon
Blue Owl Capital
OWL
+$9.04M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.98M

Sector Composition

1 Technology 9.76%
2 Healthcare 6.86%
3 Financials 6.65%
4 Industrials 4.9%
5 Consumer Staples 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.71M 0.54%
36,452
+418
27
$9.59M 0.54%
31,030
-8,250
28
$9.43M 0.53%
112,225
-71,959
29
$9.11M 0.51%
24,907
-1,783
30
$9.04M 0.5%
17,042
-2,778
31
$8.83M 0.49%
22,974
+1,235
32
$8.14M 0.45%
25,759
+7,942
33
$7.81M 0.44%
41,634
+9,367
34
$7.53M 0.42%
85,347
-54,009
35
$7.43M 0.41%
34,673
+21,886
36
$7M 0.39%
85,636
+19,652
37
$6.71M 0.37%
25,544
+8,987
38
$6.59M 0.37%
139,467
+56,037
39
$6.55M 0.37%
40,559
-10,660
40
$6.47M 0.36%
17,239
+522
41
$6.34M 0.35%
57,743
+26,246
42
$6.25M 0.35%
92,414
+22,040
43
$6.2M 0.35%
56,254
-14,250
44
$6.12M 0.34%
67,445
+47,603
45
$5.98M 0.33%
128,089
+12,672
46
$5.92M 0.33%
66,757
-4,386
47
$5.88M 0.33%
68,458
+9,832
48
$5.74M 0.32%
120,588
-14,462
49
$5.74M 0.32%
51,713
-1,896
50
$5.7M 0.32%
16,929
+12,398
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