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
451
$1.02M 0.02%
13,113
+2,582
452
$1.02M 0.02%
2,338
+845
453
$1.02M 0.02%
7,876
-337
454
$1.01M 0.02%
9,333
-1,275
455
$1.01M 0.02%
90,418
+52,654
456
$1M 0.02%
3,254
+481
457
$984K 0.02%
1,843
+82
458
$980K 0.02%
25,570
+10,150
459
$978K 0.02%
81,941
-8,499
460
$977K 0.02%
4,860
+222
461
$976K 0.02%
15,583
+10,445
462
$975K 0.02%
13,771
-237
463
$967K 0.02%
5,882
-172
464
$961K 0.02%
6,354
+838
465
$935K 0.02%
5,819
-3,223
466
$934K 0.02%
2,930
-59
467
$930K 0.02%
1,823
+222
468
$930K 0.02%
2,481
+5
469
$928K 0.02%
+17,479
470
$923K 0.02%
3,799
+2,302
471
$923K 0.02%
8,586
-407
472
$921K 0.02%
21,102
+5,158
473
$918K 0.02%
66,144
+40,190
474
$915K 0.02%
2,836
+926
475
$911K 0.02%
15,500
-4,059
17 18
19
20 21