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
76
$3.54M 0.2%
14,252
+2,002
77
$3.51M 0.2%
143,804
-60,900
78
$3.49M 0.19%
68,088
-32,353
79
$3.45M 0.19%
6,321
-118
80
$3.41M 0.19%
50,215
+8,622
81
$3.38M 0.19%
14,150
-1,275
82
$3.33M 0.19%
43,881
+11,811
83
$3.32M 0.19%
5,548
+1,673
84
$3.24M 0.18%
28,074
+14,808
85
$3.22M 0.18%
7,048
-2,756
86
$3.19M 0.18%
665,222
+79,838
87
$3.18M 0.18%
130,649
-34,116
88
$3.16M 0.18%
1,281
+60
89
$3.13M 0.18%
33,335
+8,861
90
$3.07M 0.17%
92,829
-78,124
91
$3.06M 0.17%
15,356
+1,327
92
$3.05M 0.17%
42,339
-7,676
93
$3M 0.17%
108,306
+83,583
94
$2.98M 0.17%
25,095
+12,560
95
$2.82M 0.16%
60,331
-4,072
96
$2.77M 0.15%
24,544
+3,952
97
$2.66M 0.15%
42,093
-6,423
98
$2.57M 0.14%
43,048
+1,650
99
$2.57M 0.14%
4,707
+1,351
100
$2.55M 0.14%
16,257
+2,676
2 3
4
5 6