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
76
$204K 0.08%
+659
77
$189K 0.07%
+3,333
78
$154K 0.06%
+11,000
79
– –
-2,717
80
– –
-1,727
81
– –
-8,626
82
– –
-3,250
83
– –
-1,144
84
– –
-7,459
1 2 3
4