RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.53B
AUM Growth
+$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,048
New
Increased
Reduced
Closed

Top Buys

1
+$178M
2
+$111M
3
+$91.8M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$74.6M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$64.6M

Top Sells

1
+$3.96M
2
+$3.16M
3
+$2.84M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$2.73M
5
SPYV icon
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
+$2.59M

Sector Composition

1 Technology 12.23%
2 Financials 8.2%
3 Consumer Discretionary 4.64%
4 Industrials 4.4%
5 Healthcare 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.35M 0.05%
5,583
+200
252
$2.34M 0.05%
19,017
-2,077
253
$2.34M 0.05%
12,993
-458
254
$2.33M 0.05%
10,634
+329
255
$2.32M 0.05%
185,765
-5,650
256
$2.31M 0.05%
4,855
+1,098
257
$2.31M 0.05%
28,364
+8,810
258
$2.31M 0.05%
20,679
-1,041
259
$2.3M 0.05%
18,785
-4,894
260
$2.28M 0.05%
78,141
+37,242
261
$2.28M 0.05%
8,295
+1,324
262
$2.27M 0.05%
20,865
-93
263
$2.26M 0.05%
13,425
+3,549
264
$2.25M 0.05%
10,746
+684
265
$2.25M 0.05%
16,044
+3,020
266
$2.25M 0.05%
32,659
+685
267
$2.24M 0.05%
8,675
-367
268
$2.23M 0.05%
17,636
+7,300
269
$2.23M 0.05%
108,843
+14,062
270
$2.22M 0.05%
76,930
+14,899
271
$2.21M 0.05%
14,791
+2,810
272
$2.2M 0.05%
15,990
-1,623
273
$2.2M 0.05%
24,071
+3,409
274
$2.19M 0.05%
73,028
+1,150
275
$2.18M 0.05%
76,102
+55,374
9 10
11
12 13