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
301
$1.92M 0.04%
280,193
+187,181
302
$1.92M 0.04%
3,934
-78
303
$1.9M 0.04%
4,546
+1,495
304
$1.88M 0.04%
64,304
+4,010
305
$1.87M 0.04%
33,419
+7,851
306
$1.85M 0.04%
4,897
+271
307
$1.84M 0.04%
20,036
+3,065
308
$1.83M 0.04%
12,716
+9,073
309
$1.81M 0.04%
9,883
+1,930
310
$1.81M 0.04%
9,872
+34
311
$1.8M 0.04%
36,679
+9,253
312
$1.8M 0.04%
5,921
-31
313
$1.8M 0.04%
36,171
+6,024
314
$1.8M 0.04%
89,362
+12,990
315
$1.79M 0.04%
64,665
+56,613
316
$1.79M 0.04%
59,230
+16,527
317
$1.79M 0.04%
23,579
+8,151
318
$1.79M 0.04%
12,295
-505
319
$1.78M 0.04%
34,549
+18,915
320
$1.78M 0.04%
28,015
+23,430
321
$1.78M 0.04%
168,896
+103,449
322
$1.78M 0.04%
32,762
+15,622
323
$1.77M 0.04%
32,281
-324
324
$1.76M 0.04%
6,888
+273
325
$1.76M 0.04%
75,293
+30,750
11 12
13
14 15