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
201
$1.24M 0.07%
14,429
+7,441
202
$1.24M 0.07%
4,204
-2,838
203
$1.23M 0.07%
6,443
-265
204
$1.22M 0.07%
1,563
-39
205
$1.21M 0.07%
12,587
+7,293
206
$1.21M 0.07%
65,500
+7,949
207
$1.19M 0.07%
11,529
+5,713
208
$1.18M 0.07%
73,829
+26,646
209
$1.18M 0.07%
19,016
+1,195
210
$1.17M 0.07%
12,550
+6,515
211
$1.17M 0.07%
4,747
+1,030
212
$1.16M 0.06%
35,282
+490
213
$1.16M 0.06%
24,114
-2,899
214
$1.12M 0.06%
9,573
-1,220
215
$1.12M 0.06%
225,034
+7,006
216
$1.11M 0.06%
6,205
+583
217
$1.09M 0.06%
20,038
-1,992
218
$1.09M 0.06%
59,901
+20,369
219
$1.08M 0.06%
19,058
+3,609
220
$1.08M 0.06%
95,651
-10,677
221
$1.07M 0.06%
34,295
+2,422
222
$1.07M 0.06%
2,833
+978
223
$1.06M 0.06%
7,668
-314
224
$1.05M 0.06%
+7,075
225
$1.05M 0.06%
4,461
+1,591
7 8
9
10 11