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
$585M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$6.47M
3
+$4.67M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$3.92M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$3.27M

Top Sells

1
+$13M
2
+$954K
3
+$766K
4
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$734K
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$671K

Sector Composition

1 Technology 2.04%
2 Healthcare 1.37%
3 Communication Services 0.93%
4 Financials 0.81%
5 Industrials 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$85.8M 14.65%
291,037
+10,008
2
$73.8M 12.61%
491,819
+43,131
3
$48.9M 8.36%
607,562
+57,938
4
$45.4M 7.75%
392,746
+33,903
5
$43.3M 7.39%
231,689
-173
6
$41.3M 7.05%
751,899
+59,648
7
$33M 5.64%
791,138
+54,372
8
$31.5M 5.38%
612,722
+55,060
9
$27.7M 4.73%
552,328
+55,343
10
$15.7M 2.69%
125,172
+117,918
11
$15.6M 2.67%
320,446
+29,110
12
$8.09M 1.38%
277,358
+3,777
13
$5.86M 1%
118,504
-3,880
14
$5.5M 0.94%
62,978
-10,921
15
$4.64M 0.79%
121,278
-15,357
16
$4.13M 0.7%
115,325
-18,741
17
$3.71M 0.63%
32,839
-2,521
18
$3.66M 0.63%
56,292
-11,288
19
$3.56M 0.61%
13,224
+162
20
$3.44M 0.59%
45,818
+8,114
21
$3.22M 0.55%
93,275
-13,264
22
$3M 0.51%
106,138
-27,064
23
$2.96M 0.51%
117,292
-689
24
$2.73M 0.47%
58,672
-7,204
25
$2.53M 0.43%
18,133
-2,001
1
2 3 4 5