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
151
$1.7M 0.09%
90,998
+24,072
152
$1.69M 0.09%
3,064
-1,080
153
$1.68M 0.09%
5,011
-1,372
154
$1.68M 0.09%
40,746
-22,474
155
$1.67M 0.09%
11,154
+2,507
156
$1.64M 0.09%
40,816
+13,432
157
$1.57M 0.09%
17,840
+5,852
158
$1.57M 0.09%
18,375
-3,993
159
$1.55M 0.09%
6,274
-1,246
160
$1.54M 0.09%
5,137
-708
161
$1.54M 0.09%
6,419
-251
162
$1.53M 0.09%
8,752
+1,762
163
$1.52M 0.08%
39,930
+29,240
164
$1.52M 0.08%
12,061
+4,378
165
$1.51M 0.08%
45,830
-2,682
166
$1.49M 0.08%
48,169
+11,211
167
$1.49M 0.08%
6,344
-5,476
168
$1.48M 0.08%
127,539
-18,757
169
$1.48M 0.08%
+19,200
170
$1.47M 0.08%
18,074
-1,841
171
$1.47M 0.08%
237,014
+118,185
172
$1.46M 0.08%
22,576
-5,973
173
$1.46M 0.08%
23,483
+5,979
174
$1.46M 0.08%
4,726
-1,485
175
$1.42M 0.08%
5,852
-1,938
5 6
7
8 9