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
76
$352K 0.1%
1,456
-810
77
$347K 0.1%
6,063
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78
$341K 0.1%
3,580
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79
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80
$324K 0.09%
6,282
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81
$303K 0.09%
+11,770
82
$295K 0.08%
4,915
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83
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5,280
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84
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85
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637
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86
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1,730
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87
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88
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89
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90
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91
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92
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4,111
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95
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96
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952
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97
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3,199
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98
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99
$251K 0.07%
4,829
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100
$248K 0.07%
+5,778
2 3
4
5 6