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
526
$215K 0.01%
21,248
-2,846
527
$215K 0.01%
1,789
-594
528
$214K 0.01%
1,353
-486
529
$213K 0.01%
1,552
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530
$210K 0.01%
15,116
-10,156
531
$208K 0.01%
+7,273
532
$208K 0.01%
8,726
-19,020
533
$207K 0.01%
+1,576
534
$207K 0.01%
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535
$203K 0.01%
3,244
-4,890
536
$202K 0.01%
2,942
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537
$201K 0.01%
725
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538
$193K 0.01%
16,809
-3,424
539
$192K 0.01%
82,366
-33,088
540
$177K 0.01%
61,075
+30,847
541
$173K 0.01%
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542
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543
$157K 0.01%
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544
$149K 0.01%
30,011
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545
$137K 0.01%
39,724
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546
$137K 0.01%
11,477
-13,530
547
$136K 0.01%
+12,742
548
$132K 0.01%
45,172
-27,875
549
$126K 0.01%
21,701
-1,590
550
$125K 0.01%
23,984
-54,451
20 21
22
23 24