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
551
$125K 0.01%
17,475
-40,066
552
$106K 0.01%
23,038
553
$104K 0.01%
+10,009
554
$96.1K 0.01%
16,428
+4,684
555
$92.7K 0.01%
+12,259
556
$91.5K 0.01%
+10,192
557
$89.7K 0.01%
+11,033
558
$88.6K ﹤0.01%
17,007
+1,904
559
$85.5K ﹤0.01%
18,146
+6,754
560
$83.4K ﹤0.01%
+13,304
561
$79.8K ﹤0.01%
14,805
-6,679
562
$79.2K ﹤0.01%
+19,421
563
$76.9K ﹤0.01%
+17,549
564
$64.6K ﹤0.01%
14,164
-194
565
$63.5K ﹤0.01%
17,945
-6,589
566
$57.6K ﹤0.01%
10,815
567
$50.7K ﹤0.01%
+11,791
568
$47.9K ﹤0.01%
+16,249
569
$38.6K ﹤0.01%
+10,304
570
$38.4K ﹤0.01%
+14,124
571
$34.4K ﹤0.01%
3,060
572
$31.6K ﹤0.01%
20,670
-17,488
573
$17.4K ﹤0.01%
10,000
-40,030
574
– –
-79,091
575
– –
-9,011
21 22
23
24 25