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
626
$529K 0.01%
2,680
-2,568
627
$529K 0.01%
1,850
+184
628
$527K 0.01%
3,819
-4,158
629
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33,954
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630
$522K 0.01%
6,782
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631
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16,472
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632
$520K 0.01%
20,650
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633
$517K 0.01%
1,824
-3,532
634
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156,042
+56,427
635
$508K 0.01%
1,714
-426
636
$507K 0.01%
1,830
-65
637
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+1,500
638
$501K 0.01%
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639
$501K 0.01%
12,250
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640
$500K 0.01%
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643
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2,275
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16,692
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646
$493K 0.01%
4,626
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647
$492K 0.01%
+16,164
648
$489K 0.01%
912
-36
649
$488K 0.01%
+3,244
650
$486K 0.01%
3,427
+718
24 25
26
27 28