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
76
$420K 0.07%
2,178
77
$420K 0.07%
1,155
+102
78
$419K 0.07%
2,169
-604
79
$417K 0.07%
8,524
-106
80
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6,764
+410
81
$410K 0.07%
15,894
-8,845
82
$410K 0.07%
+1,972
83
$410K 0.07%
25,528
-5,774
84
$406K 0.07%
10,450
-334,795
85
$398K 0.07%
5,471
+173
86
$397K 0.07%
2,915
87
$396K 0.07%
1,497
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88
$395K 0.07%
4,691
89
$386K 0.07%
2,310
-20
90
$378K 0.06%
6,899
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91
$375K 0.06%
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92
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93
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30,378
-5,046
94
$353K 0.06%
5,293
95
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4,501
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96
$345K 0.06%
1,306
+361
97
$340K 0.06%
1,500
98
$334K 0.06%
4,079
+199
99
$334K 0.06%
3,008
+292
100
$329K 0.06%
2,497
+295
2 3
4
5 6