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
$238M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$38.9M
2
+$28.8M
3
+$20.6M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$18.4M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$13.6M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 1.42%
2 Technology 1.26%
3 Consumer Staples 0.87%
4 Financials 0.82%
5 Energy 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.9M 16.34%
+160,969
2
$28.8M 12.1%
+522,691
3
$20.6M 8.66%
+149,884
4
$18.4M 7.73%
+445,983
5
$13.6M 5.69%
+119,541
6
$13.4M 5.61%
+160,491
7
$11.9M 4.99%
+303,785
8
$11M 4.63%
+209,604
9
$10.5M 4.41%
+215,610
10
$9.58M 4.02%
+184,170
11
$8.4M 3.53%
+99,874
12
$7.43M 3.12%
+309,153
13
$6.9M 2.9%
+198,310
14
$2.91M 1.22%
+35,558
15
$2.89M 1.21%
+23,229
16
$2.31M 0.97%
+20,731
17
$2.16M 0.91%
+43,147
18
$1.82M 0.76%
+50,456
19
$1.67M 0.7%
+20,121
20
$1.35M 0.57%
+14,562
21
$1.19M 0.5%
+10,200
22
$967K 0.41%
+7,942
23
$932K 0.39%
+7,196
24
$894K 0.38%
+9,536
25
$885K 0.37%
+13,445
1
2 3