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
501
$819K 0.02%
19,169
-28
502
$819K 0.02%
+170,682
503
$818K 0.02%
2,741
-2,786
504
$818K 0.02%
8,509
-212
505
$815K 0.02%
10,013
+47
506
$809K 0.02%
12,270
+1,928
507
$805K 0.02%
13,915
+5,795
508
$800K 0.02%
15,284
+6,484
509
$799K 0.02%
6,239
-448
510
$794K 0.02%
62,352
+16,092
511
$791K 0.02%
3,734
-855
512
$787K 0.02%
+7,761
513
$784K 0.02%
13,375
-4,035
514
$784K 0.02%
7,417
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515
$781K 0.02%
56,632
+2,111
516
$774K 0.02%
82,212
-10,349
517
$767K 0.02%
1,110
+26
518
$763K 0.02%
+6,076
519
$760K 0.02%
12,949
-5,000
520
$759K 0.02%
3,476
-443
521
$748K 0.02%
+32,383
522
$747K 0.02%
12,956
+7,880
523
$744K 0.02%
31,883
-3,540
524
$743K 0.02%
5,767
+3,643
525
$734K 0.02%
2,058
-130
19 20
21
22 23