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
601
$577K 0.01%
7,854
+700
602
$572K 0.01%
24,119
-9,051
603
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4,200
+1,153
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606
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23,259
-1,302
607
$563K 0.01%
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608
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609
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8,040
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610
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611
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22,703
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612
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2,549
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613
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2,282
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614
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1,381
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615
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+3,421
616
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18,941
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6,806
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619
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620
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38,851
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621
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622
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2,648
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623
$534K 0.01%
12,784
-7,237
624
$533K 0.01%
1,889
+286
625
$531K 0.01%
12,065
+4,487
23 24
25
26 27