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
$195M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$17M
3
+$15.2M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$12.5M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$10.4M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.49%
2 Technology 1.26%
3 Energy 1.06%
4 Consumer Staples 1.03%
5 Financials 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.3M 15.49%
+135,362
2
$17M 8.69%
+354,002
3
$15.2M 7.8%
+128,655
4
$12.5M 6.41%
+342,901
5
$10.4M 5.33%
+92,026
6
$10.3M 5.29%
+125,169
7
$10M 5.12%
+124,295
8
$8.81M 4.51%
+109,027
9
$8.52M 4.36%
+162,902
10
$7.96M 4.07%
+213,961
11
$6.89M 3.53%
+139,131
12
$6.51M 3.33%
+137,329
13
$5.28M 2.7%
+159,710
14
$4.9M 2.51%
+232,211
15
$3.59M 1.84%
+31,119
16
$2.59M 1.33%
+182,162
17
$2.49M 1.27%
+56,274
18
$2.2M 1.13%
+20,366
19
$1.93M 0.99%
+17,604
20
$1.54M 0.79%
+18,677
21
$1.26M 0.64%
+11,824
22
$1.2M 0.61%
+41,324
23
$1.19M 0.61%
+42,262
24
$1.14M 0.58%
+13,565
25
$918K 0.47%
+10,251
1
2 3