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
476
$907K 0.02%
19,699
-731
477
$906K 0.02%
48,890
+9,866
478
$900K 0.02%
2,226
-119
479
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10,782
+4,693
480
$889K 0.02%
3,254
+24
481
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103,347
-26,864
482
$885K 0.02%
15,174
-43,744
483
$874K 0.02%
15,811
+11,442
484
$874K 0.02%
3,072
-61
485
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22,532
+16,138
486
$869K 0.02%
4,992
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487
$865K 0.02%
29,419
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488
$862K 0.02%
18,018
-12
489
$858K 0.02%
6,022
-667
490
$856K 0.02%
12,690
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491
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15,409
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492
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+7,548
493
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+22,347
494
$849K 0.02%
35,857
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495
$847K 0.02%
104,740
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496
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4,331
-51
497
$841K 0.02%
10,584
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498
$833K 0.02%
9,024
-9,258
499
$830K 0.02%
6,236
+1,834
500
$824K 0.02%
77,873
+19,997
18 19
20
21 22