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
551
$676K 0.01%
+196,985
552
$675K 0.01%
338
+1
553
$672K 0.01%
6,358
+1,148
554
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555
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843
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556
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2,590
-7,521
557
$668K 0.01%
7,024
-1,048
558
$668K 0.01%
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559
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560
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561
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6,540
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562
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563
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39,596
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564
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2,637
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565
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-2,885
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567
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26,876
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37,944
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22,063
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570
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45,505
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571
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5,792
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572
$639K 0.01%
5,807
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573
$634K 0.01%
3,520
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574
$634K 0.01%
17,601
-762
575
$634K 0.01%
6,422
-330
21 22
23
24 25