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
576
$633K 0.01%
4,701
+1,239
577
$632K 0.01%
11,254
+1,320
578
$631K 0.01%
113,496
-5,330
579
$631K 0.01%
4,660
+2,439
580
$630K 0.01%
+11,576
581
$628K 0.01%
21,596
+1,371
582
$623K 0.01%
47,662
-12,848
583
$617K 0.01%
8,391
+173
584
$615K 0.01%
6,707
-370
585
$614K 0.01%
2,338
+620
586
$611K 0.01%
30,929
-22,895
587
$608K 0.01%
33,889
+3,618
588
$604K 0.01%
3,456
+1,284
589
$602K 0.01%
11,493
+4,979
590
$599K 0.01%
+3,544
591
$598K 0.01%
9,776
+4,916
592
$597K 0.01%
12,132
+2,042
593
$595K 0.01%
5,890
+1,359
594
$594K 0.01%
26,500
+554
595
$585K 0.01%
4,616
-1,093
596
$585K 0.01%
10,755
-16,444
597
$584K 0.01%
1,721
+483
598
$581K 0.01%
5,324
-307
599
$581K 0.01%
3,940
+1,231
600
$578K 0.01%
+34,813
22 23
24
25 26