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
$350M
AUM Growth
+$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$19.9M
2
+$13.6M
3
+$8.08M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$7.26M
5
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$5.82M

Top Sells

1
+$11.4M
2
+$10.1M
3
+$9.47M
4
DGRE icon
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
+$8.85M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.24M

Sector Composition

1 Technology 2.96%
2 Healthcare 1.69%
3 Industrials 1.51%
4 Financials 1.49%
5 Communication Services 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$594K 0.17%
5,877
-9,667
52
$560K 0.16%
3,800
53
$556K 0.16%
6,097
-10
54
$534K 0.15%
15,617
+4,681
55
$511K 0.15%
4,680
+13
56
$509K 0.15%
9,860
+140
57
$495K 0.14%
5,730
-109,677
58
$490K 0.14%
18,116
-327,322
59
$489K 0.14%
6,760
-240
60
$477K 0.14%
6,652
-660
61
$474K 0.14%
2,581
+666
62
$447K 0.13%
4,718
-232
63
$418K 0.12%
5,000
64
$412K 0.12%
2,806
-32
65
$403K 0.12%
3,908
+712
66
$400K 0.11%
8,520
-10,273
67
$391K 0.11%
8,535
-2,501
68
$386K 0.11%
36,312
+282
69
$378K 0.11%
20,355
70
$370K 0.11%
21,958
+2,260
71
$367K 0.1%
1,831
-1,019
72
$362K 0.1%
5,293
+1,291
73
$359K 0.1%
12,120
+2,280
74
$358K 0.1%
5,538
-8,447
75
$354K 0.1%
2,298
-2,190
1 2
3
4 5