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
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752
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754
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755
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757
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758
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759
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760
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761
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-979,727
762
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763
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764
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-4,166
765
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-4,896
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