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
276
$2.16M 0.05%
37,996
-7,134
277
$2.16M 0.05%
89,008
+37,209
278
$2.14M 0.05%
20,792
+4,473
279
$2.14M 0.05%
33,867
-2,790
280
$2.13M 0.05%
18,674
-343
281
$2.13M 0.05%
14,107
282
$2.13M 0.05%
9,060
+104
283
$2.1M 0.05%
40,136
-49,562
284
$2.1M 0.05%
26,496
-14,311
285
$2.07M 0.05%
12,779
-3,637
286
$2.07M 0.05%
15,673
-1,462
287
$2.07M 0.05%
9,954
+582
288
$2.06M 0.05%
5,084
-44
289
$2.06M 0.05%
18,501
+262
290
$2.05M 0.05%
97,483
+59,834
291
$2.04M 0.05%
19,207
+8,255
292
$2.02M 0.04%
334,599
-18,758
293
$2.02M 0.04%
48,164
+1,234
294
$2.01M 0.04%
8,997
-205
295
$2M 0.04%
133,069
+3,469
296
$1.96M 0.04%
68,634
+58,102
297
$1.94M 0.04%
9,781
-179
298
$1.94M 0.04%
31,195
+2,144
299
$1.94M 0.04%
26,048
+7,430
300
$1.92M 0.04%
127,335
-10,583
10 11
12
13 14