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
101
$324K 0.06%
12,564
+207
102
$297K 0.05%
5,186
+238
103
$288K 0.05%
1,384
+37
104
$274K 0.05%
3,916
-177
105
$264K 0.05%
2,228
+146
106
$262K 0.04%
3,650
-300
107
$258K 0.04%
9,750
-2,110
108
$250K 0.04%
1,820
109
$250K 0.04%
800
-33
110
$249K 0.04%
5,882
+2
111
$245K 0.04%
2,130
112
$240K 0.04%
3,551
-1,075
113
$229K 0.04%
4,015
+299
114
$225K 0.04%
944
-286
115
$224K 0.04%
3,366
-99
116
$217K 0.04%
2,723
117
$217K 0.04%
2,010
118
$216K 0.04%
+886
119
$206K 0.04%
+1,424
120
$206K 0.04%
+1,853
121
$201K 0.03%
+1,228
122
$201K 0.03%
+4,665
123
$200K 0.03%
+6,833
124
$166K 0.03%
10,712
125
$161K 0.03%
1,128
+260
2 3 4
5
6