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
$195M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$17M
3
+$15.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.5M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.49%
2 Technology 1.26%
3 Energy 1.06%
4 Consumer Staples 1.03%
5 Financials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$388K 0.2%
+8,454
52
$384K 0.2%
+4,086
53
$381K 0.2%
+5,000
54
$337K 0.17%
+8,768
55
$336K 0.17%
+73,136
56
$326K 0.17%
+2,155
57
$319K 0.16%
+3,600
58
$304K 0.16%
+10,655
59
$282K 0.14%
+3,029
60
$261K 0.13%
+4,465
61
$257K 0.13%
+7,690
62
$238K 0.12%
+1,952
63
$233K 0.12%
+3,042
64
$230K 0.12%
+1,882
65
$230K 0.12%
+6,596
66
$226K 0.12%
+10,000
67
$218K 0.11%
+10,115
68
$213K 0.11%
+1,369
69
$201K 0.1%
+2,576
70
$130K 0.07%
+3,250
1 2
3