RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.14B
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
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 12.24%
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
AOM icon
476
iShares Core Moderate Allocation ETF
AOM
$1.61B
$907K 0.02%
19,699
-731
INFY icon
477
Infosys
INFY
$68.4B
$906K 0.02%
48,890
+9,866
IT icon
478
Gartner
IT
$16.6B
$900K 0.02%
2,226
-119
SSNC icon
479
SS&C Technologies
SSNC
$20.6B
$893K 0.02%
10,782
+4,693
MAR icon
480
Marriott International
MAR
$78.1B
$889K 0.02%
3,254
+24
SXC icon
481
SunCoke Energy
SXC
$573M
$888K 0.02%
103,347
-26,864
RIO icon
482
Rio Tinto
RIO
$113B
$885K 0.02%
15,174
-43,744
BNS icon
483
Scotiabank
BNS
$82.9B
$874K 0.02%
15,811
+11,442
VOT icon
484
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
$874K 0.02%
3,072
-61
MGA icon
485
Magna International
MGA
$14.1B
$870K 0.02%
22,532
+16,138
TRGP icon
486
Targa Resources
TRGP
$36.9B
$869K 0.02%
4,992
+50
KMI icon
487
Kinder Morgan
KMI
$59.1B
$865K 0.02%
29,419
+180
SHM icon
488
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.44B
$862K 0.02%
18,018
-12
DVA icon
489
DaVita
DVA
$8.73B
$858K 0.02%
6,022
-667
EQR icon
490
Equity Residential
EQR
$22.7B
$856K 0.02%
12,690
-160
DBD icon
491
Diebold Nixdorf
DBD
$2.31B
$854K 0.02%
15,409
+1,588
ACM icon
492
Aecom
ACM
$17.3B
$852K 0.02%
+7,548
OVV icon
493
Ovintiv
OVV
$9.84B
$850K 0.02%
+22,347
GFI icon
494
Gold Fields
GFI
$34.9B
$849K 0.02%
35,857
+9,955
AMRX icon
495
Amneal Pharmaceuticals
AMRX
$3.57B
$847K 0.02%
104,740
-15,080
VBR icon
496
Vanguard Small-Cap Value ETF
VBR
$31.1B
$845K 0.02%
4,331
-51
VCSH icon
497
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.3B
$841K 0.02%
10,584
+2,540
PATK icon
498
Patrick Industries
PATK
$3.52B
$833K 0.02%
9,024
-9,258
KKR icon
499
KKR & Co
KKR
$108B
$830K 0.02%
6,236
+1,834
CRD.A icon
500
Crawford & Co Class A
CRD.A
$552M
$824K 0.02%
77,873
+19,997
18 19
20
21 22