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
26
$23.6M 0.52%
85,759
+3,861
27
$23.2M 0.51%
65,286
+3,991
28
$22.2M 0.49%
578,220
-7,716
29
$21.7M 0.48%
44,743
+1,824
30
$21.5M 0.47%
219,958
+17,749
31
$21.3M 0.47%
21,531
+1,309
32
$20.9M 0.46%
118,070
+6,807
33
$17.3M 0.38%
22,139
+1,065
34
$16.3M 0.36%
74,675
+2,794
35
$16M 0.35%
50,243
+11,557
36
$15.5M 0.34%
141,729
+100,400
37
$15.3M 0.34%
67,501
+1,003
38
$14.8M 0.33%
80,993
+19,506
39
$14.2M 0.31%
249,688
+73,610
40
$14.2M 0.31%
148,110
+3,438
41
$12.8M 0.28%
115,166
+12,726
42
$12.7M 0.28%
79,842
+2,550
43
$12.2M 0.27%
100,665
+9,355
44
$11.7M 0.26%
87,540
+14,030
45
$11.1M 0.25%
72,833
-1,966
46
$11.1M 0.25%
19,779
+392
47
$10.9M 0.24%
20,350
-1,269
48
$10.5M 0.23%
179,377
+14,267
49
$10.1M 0.22%
37,591
+1,606
50
$9.87M 0.22%
13,473
+273
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2
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