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
376
$1.44M 0.03%
5,825
-7,614
377
$1.43M 0.03%
16,653
+4,323
378
$1.43M 0.03%
34,125
+18,333
379
$1.43M 0.03%
+181,334
380
$1.42M 0.03%
58,204
-19,549
381
$1.41M 0.03%
12,065
+389
382
$1.41M 0.03%
8,638
-5,493
383
$1.39M 0.03%
193,315
+80,446
384
$1.38M 0.03%
44,584
+1,470
385
$1.37M 0.03%
7,566
-206
386
$1.37M 0.03%
3,350
-164
387
$1.37M 0.03%
5,867
+275
388
$1.37M 0.03%
9,463
-2,516
389
$1.36M 0.03%
2,052
+30
390
$1.36M 0.03%
21,886
+3,366
391
$1.35M 0.03%
9,616
-2,025
392
$1.34M 0.03%
+13,054
393
$1.34M 0.03%
21,371
+5,609
394
$1.34M 0.03%
20,508
-23,681
395
$1.33M 0.03%
1,911
-116
396
$1.33M 0.03%
7,737
+810
397
$1.33M 0.03%
29,975
+5,927
398
$1.33M 0.03%
4,846
+2,480
399
$1.32M 0.03%
6,927
-5
400
$1.29M 0.03%
24,990
-3,535
14 15
16
17 18