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
$585M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$6.47M
3
+$4.67M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.92M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.27M

Top Sells

1
+$13M
2
+$954K
3
+$766K
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$734K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$671K

Sector Composition

1 Technology 2.04%
2 Healthcare 1.37%
3 Communication Services 0.93%
4 Financials 0.81%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$870K 0.15%
25,598
+1,929
52
$824K 0.14%
17,214
-262
53
$782K 0.13%
19,409
54
$766K 0.13%
3,592
-628
55
$733K 0.13%
4,800
56
$728K 0.12%
177,360
+26,160
57
$690K 0.12%
12,740
+300
58
$675K 0.12%
3,663
-22
59
$645K 0.11%
16,530
+4,801
60
$642K 0.11%
25,345
61
$638K 0.11%
5,537
-190
62
$637K 0.11%
25,085
+4,000
63
$621K 0.11%
13,117
-879
64
$605K 0.1%
1,661
-96
65
$604K 0.1%
5,989
+16
66
$594K 0.1%
23,485
-2,485
67
$593K 0.1%
13,933
+3,506
68
$591K 0.1%
4,507
69
$588K 0.1%
7,734
-334
70
$559K 0.1%
6,985
-155
71
$558K 0.1%
14,045
+600
72
$553K 0.09%
18,225
-7,435
73
$520K 0.09%
9,620
+1,220
74
$465K 0.08%
11,316
-1,175
75
$424K 0.07%
9,820
-5,210
1 2
3
4 5