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
$238M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$28.8M
3
+$20.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$18.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$13.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.42%
2 Technology 1.26%
3 Consumer Staples 0.87%
4 Financials 0.82%
5 Energy 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$310K 0.13%
+2,022
52
$294K 0.12%
+3,160
53
$288K 0.12%
+2,978
54
$279K 0.12%
+2,112
55
$278K 0.12%
+1,144
56
$276K 0.12%
+6,080
57
$268K 0.11%
+4,815
58
$262K 0.11%
+6,800
59
$244K 0.1%
+2,576
60
$233K 0.1%
+3,042
61
$231K 0.1%
+7,459
62
$225K 0.09%
+8,626
63
$219K 0.09%
+1,727
64
$219K 0.09%
+2,061
65
$218K 0.09%
+1,445
66
$209K 0.09%
+21,408
67
$204K 0.09%
+2,717
68
$202K 0.08%
+2,394
69
$157K 0.07%
+3,250
1 2
3