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
401
$1.29M 0.03%
5,848
+34
402
$1.28M 0.03%
17,514
+3,969
403
$1.28M 0.03%
1,088
+28
404
$1.27M 0.03%
17,646
-755
405
$1.26M 0.03%
3,843
+1,850
406
$1.25M 0.03%
1,655
+37
407
$1.25M 0.03%
11,813
-256
408
$1.23M 0.03%
7,238
+3,565
409
$1.23M 0.03%
11,840
+883
410
$1.23M 0.03%
36,350
+7,766
411
$1.21M 0.03%
54,738
-123,719
412
$1.2M 0.03%
163
-1
413
$1.2M 0.03%
145,801
+15,180
414
$1.2M 0.03%
10,860
-1,263
415
$1.2M 0.03%
2,395
+601
416
$1.2M 0.03%
81,027
+2,901
417
$1.19M 0.03%
5,705
+3,107
418
$1.19M 0.03%
6,319
+964
419
$1.19M 0.03%
18,199
+12,094
420
$1.19M 0.03%
11,329
-2,012
421
$1.18M 0.03%
29,052
-11,800
422
$1.18M 0.03%
+8,761
423
$1.18M 0.03%
3,024
-59
424
$1.15M 0.03%
11,760
-1,141
425
$1.13M 0.03%
68,055
+32,286
15 16
17
18 19