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
101
$2.53M 0.14%
149,266
+33,604
102
$2.53M 0.14%
72,022
+28,322
103
$2.53M 0.14%
72,452
-10,597
104
$2.52M 0.14%
27,722
+13,484
105
$2.51M 0.14%
45,211
-30,365
106
$2.48M 0.14%
70,932
+27,319
107
$2.4M 0.13%
28,252
-7,237
108
$2.4M 0.13%
21,823
-67
109
$2.4M 0.13%
52,413
-2,947
110
$2.38M 0.13%
35,122
-13,367
111
$2.37M 0.13%
4,619
-1,343
112
$2.36M 0.13%
16,101
+4,208
113
$2.27M 0.13%
74,466
+26,388
114
$2.25M 0.13%
39,990
+5,490
115
$2.24M 0.13%
19,012
-8,968
116
$2.19M 0.12%
39,140
-13,370
117
$2.19M 0.12%
24,132
+11,377
118
$2.18M 0.12%
47,826
+21,476
119
$2.14M 0.12%
67,558
-18,089
120
$2.14M 0.12%
37,550
+4,462
121
$2.14M 0.12%
25,917
-6,223
122
$2.1M 0.12%
36,244
+3,655
123
$2.1M 0.12%
44,606
+10,540
124
$2.07M 0.12%
4,831
+70
125
$2M 0.11%
14,074
-46,472
3 4
5
6 7