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
351
$1.59M 0.04%
+9,188
352
$1.58M 0.03%
4,225
+2,093
353
$1.57M 0.03%
50,057
-8,249
354
$1.56M 0.03%
20,818
-259
355
$1.56M 0.03%
31,620
+10,859
356
$1.55M 0.03%
16,560
+5,001
357
$1.54M 0.03%
19,384
+13,692
358
$1.54M 0.03%
20,333
+86
359
$1.54M 0.03%
22,281
+8,369
360
$1.54M 0.03%
5,497
+84
361
$1.54M 0.03%
3,284
+1,563
362
$1.53M 0.03%
587
+160
363
$1.52M 0.03%
24,101
-223
364
$1.5M 0.03%
5,455
+1,004
365
$1.5M 0.03%
4,777
+658
366
$1.5M 0.03%
18,620
+9,265
367
$1.5M 0.03%
6,283
-326
368
$1.49M 0.03%
12,565
+4,503
369
$1.47M 0.03%
10,972
-359
370
$1.46M 0.03%
12,403
+1,915
371
$1.46M 0.03%
15,705
-51
372
$1.45M 0.03%
2,885
+433
373
$1.45M 0.03%
3,405
+832
374
$1.44M 0.03%
+4,994
375
$1.44M 0.03%
14,632
-1,728
13 14
15
16 17