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
176
$1.41M 0.08%
19,622
+7,136
177
$1.41M 0.08%
+103,397
178
$1.4M 0.08%
8,485
-6,238
179
$1.4M 0.08%
87,151
+24,673
180
$1.39M 0.08%
64,160
-24,694
181
$1.36M 0.08%
50,059
+2,667
182
$1.35M 0.08%
16,204
-13,629
183
$1.34M 0.08%
16,804
-2,211
184
$1.32M 0.07%
4,001
-1,030
185
$1.31M 0.07%
3,952
-1,538
186
$1.31M 0.07%
27,022
+5,615
187
$1.31M 0.07%
8,284
-863
188
$1.31M 0.07%
96,750
+61,610
189
$1.3M 0.07%
49,227
-54,591
190
$1.3M 0.07%
4,015
+459
191
$1.3M 0.07%
12,395
+4,767
192
$1.29M 0.07%
84,765
+16,335
193
$1.29M 0.07%
4,846
-5,228
194
$1.29M 0.07%
38,792
+5,266
195
$1.27M 0.07%
13,667
-12,960
196
$1.27M 0.07%
22,607
-3,090
197
$1.26M 0.07%
8,954
-3,981
198
$1.26M 0.07%
9,274
-111
199
$1.25M 0.07%
13,463
+2,535
200
$1.25M 0.07%
5,261
-8,141
6 7
8
9 10