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
501
$237K 0.01%
4,048
-6,060
502
$235K 0.01%
+2,065
503
$234K 0.01%
5,846
-756
504
$233K 0.01%
+832
505
$232K 0.01%
32,516
+1,509
506
$231K 0.01%
1,267
-1,368
507
$229K 0.01%
39,496
-1,995
508
$228K 0.01%
103,638
-6,458
509
$227K 0.01%
24,576
+14,106
510
$227K 0.01%
+2,204
511
$226K 0.01%
3,329
-1,584
512
$223K 0.01%
11,892
+497
513
$223K 0.01%
+7,006
514
$222K 0.01%
+25,713
515
$221K 0.01%
3,366
516
$221K 0.01%
+6,355
517
$220K 0.01%
21,706
+5,320
518
$220K 0.01%
+2,242
519
$220K 0.01%
+1,389
520
$220K 0.01%
+3,763
521
$219K 0.01%
8,457
-549
522
$219K 0.01%
+4,808
523
$218K 0.01%
8,990
524
$218K 0.01%
4,364
-2,170
525
$215K 0.01%
1,005
+30
19 20
21
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