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
476
$268K 0.02%
1,080
-276
477
$267K 0.01%
1,283
-1,298
478
$266K 0.01%
+3,151
479
$265K 0.01%
1,879
-69
480
$263K 0.01%
+4,073
481
$262K 0.01%
5,642
-3,386
482
$259K 0.01%
1,611
-2,963
483
$258K 0.01%
7,048
-14,772
484
$257K 0.01%
+8,013
485
$256K 0.01%
49,641
+6,707
486
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5,516
-13,279
487
$255K 0.01%
7,316
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488
$255K 0.01%
1,710
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489
$255K 0.01%
+3,795
490
$253K 0.01%
8,075
-392
491
$253K 0.01%
8,280
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492
$252K 0.01%
+1,586
493
$251K 0.01%
3,283
-2,169
494
$251K 0.01%
26,044
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495
$250K 0.01%
24,145
+3,710
496
$250K 0.01%
3,904
-3,081
497
$250K 0.01%
108,615
498
$250K 0.01%
17,578
+273
499
$248K 0.01%
+6,378
500
$246K 0.01%
443
-371
18 19
20
21 22