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
126
$1.99M 0.11%
67,604
+10,860
127
$1.97M 0.11%
16,403
-15,193
128
$1.97M 0.11%
50,801
-33
129
$1.96M 0.11%
12,911
-2,543
130
$1.93M 0.11%
5,772
+1,538
131
$1.93M 0.11%
33,290
-5,684
132
$1.91M 0.11%
21,988
-13,238
133
$1.88M 0.11%
5,484
-52
134
$1.85M 0.1%
18,628
-13,736
135
$1.85M 0.1%
307,391
+143,915
136
$1.84M 0.1%
50,312
+92
137
$1.81M 0.1%
17,972
-10,822
138
$1.81M 0.1%
29,201
+1,421
139
$1.81M 0.1%
37,054
-2,843
140
$1.8M 0.1%
39,900
-7,171
141
$1.8M 0.1%
78,621
-14,344
142
$1.79M 0.1%
5,100
-469
143
$1.79M 0.1%
13,090
+5,875
144
$1.79M 0.1%
15,356
-922
145
$1.79M 0.1%
27,773
-11,718
146
$1.78M 0.1%
99,681
-197
147
$1.77M 0.1%
109,890
+42,965
148
$1.73M 0.1%
64,403
+14,955
149
$1.72M 0.1%
12,703
+7,837
150
$1.7M 0.1%
68,010
-48,764
4 5
6
7 8