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
$1.79B
AUM Growth
-$91.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
765
New
Increased
Reduced
Closed

Top Buys

1
+$169M
2
+$58.9M
3
+$38.2M
4
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$23.7M
5
DFEV icon
Dimensional Emerging Markets Value ETF
DFEV
+$17M

Top Sells

1
+$259M
2
+$58.9M
3
+$15.9M
4
OWL icon
Blue Owl Capital
OWL
+$9.04M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$7.98M

Sector Composition

1 Technology 9.76%
2 Healthcare 6.86%
3 Financials 6.65%
4 Industrials 4.9%
5 Consumer Staples 4.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.68M 0.32%
42,391
-19,709
52
$5.49M 0.31%
26,412
-8,586
53
$5.42M 0.3%
76,182
+23,424
54
$5.11M 0.29%
50,524
-17,817
55
$5.08M 0.28%
347,320
-54,290
56
$4.87M 0.27%
97,041
-952
57
$4.82M 0.27%
26,847
-13,442
58
$4.82M 0.27%
18,280
+3,905
59
$4.78M 0.27%
64,433
+172
60
$4.78M 0.27%
23,072
+6,452
61
$4.72M 0.26%
63,378
+23,483
62
$4.71M 0.26%
41,797
-10,412
63
$4.58M 0.26%
53,171
-2,363
64
$4.58M 0.26%
13,164
+4,322
65
$4.34M 0.24%
55,139
+47,407
66
$4.12M 0.23%
228,702
+134,985
67
$4.05M 0.23%
63,632
-4,374
68
$3.89M 0.22%
7,990
-6,366
69
$3.74M 0.21%
120,705
+77,247
70
$3.73M 0.21%
95,580
+10,040
71
$3.73M 0.21%
55,898
+41,255
72
$3.71M 0.21%
574,949
-1,785
73
$3.7M 0.21%
36,864
+26,586
74
$3.67M 0.21%
29,809
-23,883
75
$3.54M 0.2%
21,385
+2,831
1 2
3
4 5