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
126
$135K 0.02%
2,578
-171
127
$63K 0.01%
+1,964
128
$57K 0.01%
2,555
+1,555
129
$52K 0.01%
+14,443
130
$36K 0.01%
17,411
+5,318
131
$36K 0.01%
21,648
+1,867
132
$26K ﹤0.01%
+15,007
133
$17K ﹤0.01%
10,000
134
– –
-20,250
135
– –
-14,556
136
– –
-3,758
137
– –
-16,950
138
– –
-4,240
139
– –
-1,004
140
– –
-5,812
2 3 4 5
6