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
$267M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$6.16M
2
+$2.74M
3
+$1.98M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$1.32M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$1.09M

Top Sells

1
+$499K
2
+$449K
3
+$278K
4
HRB icon
H&R Block
HRB
+$231K
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$225K

Sector Composition

1 Technology 1.41%
2 Industrials 1.11%
3 Financials 0.94%
4 Energy 0.84%
5 Consumer Staples 0.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$357K 0.13%
+517
52
$337K 0.13%
3,600
53
$335K 0.13%
1,319
-254
54
$308K 0.12%
1,967
-55
55
$307K 0.11%
4,815
56
$299K 0.11%
3,000
+22
57
$295K 0.11%
6,160
+80
58
$291K 0.11%
1,705
+260
59
$290K 0.11%
+8,575
60
$281K 0.11%
6,800
61
$276K 0.1%
2,125
+13
62
$267K 0.1%
+3,588
63
$245K 0.09%
+5,038
64
$242K 0.09%
+1,320
65
$241K 0.09%
+4,940
66
$239K 0.09%
2,582
-578
67
$234K 0.09%
2,371
+310
68
$234K 0.09%
3,042
69
$225K 0.08%
+4,308
70
$218K 0.08%
+2,396
71
$214K 0.08%
21,090
-318
72
$213K 0.08%
2,576
73
$212K 0.08%
+1,801
74
$211K 0.08%
2,329
-65
75
$210K 0.08%
+6,905
1 2
3
4