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
426
$1.11M 0.02%
23,080
-11,447
427
$1.11M 0.02%
12,453
-1,135
428
$1.1M 0.02%
39,176
+19,098
429
$1.1M 0.02%
17,858
-169
430
$1.09M 0.02%
3,746
+496
431
$1.09M 0.02%
15,975
-5,291
432
$1.09M 0.02%
6,824
+4,286
433
$1.09M 0.02%
11,122
+2,179
434
$1.09M 0.02%
12,792
+1,599
435
$1.07M 0.02%
27,959
-6,766
436
$1.07M 0.02%
6,934
+1,440
437
$1.06M 0.02%
5,846
+2,415
438
$1.06M 0.02%
2,355
+56
439
$1.06M 0.02%
51,066
-2,470
440
$1.06M 0.02%
22,896
-14,008
441
$1.06M 0.02%
20,547
-586
442
$1.06M 0.02%
21,661
-288
443
$1.05M 0.02%
35,806
+6,054
444
$1.05M 0.02%
3,358
+545
445
$1.04M 0.02%
45,301
+6,618
446
$1.04M 0.02%
9,946
-759
447
$1.03M 0.02%
6,461
+16
448
$1.03M 0.02%
167,655
+76,808
449
$1.03M 0.02%
8,902
-2,700
450
$1.03M 0.02%
14,866
+3,857
16 17
18
19 20