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
326
$1.76M 0.04%
55,270
-1,710
327
$1.75M 0.04%
16,533
+1,237
328
$1.75M 0.04%
13,096
+562
329
$1.74M 0.04%
77,119
-6,305
330
$1.73M 0.04%
30,807
+16
331
$1.72M 0.04%
151,259
+67,392
332
$1.71M 0.04%
36,376
+12,403
333
$1.71M 0.04%
19,258
-2,840
334
$1.71M 0.04%
5,808
+2,622
335
$1.7M 0.04%
5,140
+580
336
$1.7M 0.04%
17,166
+8,355
337
$1.69M 0.04%
50,159
+4,132
338
$1.68M 0.04%
11,032
-155
339
$1.67M 0.04%
+221,382
340
$1.67M 0.04%
24,302
+20,721
341
$1.65M 0.04%
34,127
-3,849
342
$1.65M 0.04%
14,432
-1,380
343
$1.64M 0.04%
8,327
+1,858
344
$1.64M 0.04%
5,019
-708
345
$1.64M 0.04%
17,856
+404
346
$1.63M 0.04%
15,883
-3,448
347
$1.63M 0.04%
3,662
+203
348
$1.62M 0.04%
233,060
+70,534
349
$1.6M 0.04%
25,143
+12,516
350
$1.59M 0.04%
17,425
+14,230
12 13
14
15 16