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
651
$485K 0.01%
32,295
-11,006
652
$483K 0.01%
10,069
653
$483K 0.01%
48,186
+30,598
654
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$481K 0.01%
316
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$481K 0.01%
6,107
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657
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26,670
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658
$477K 0.01%
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7,710
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660
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8,553
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661
$471K 0.01%
45,622
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662
$467K 0.01%
11,730
-11
663
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59,861
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664
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236
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665
$460K 0.01%
10,376
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666
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667
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668
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8,718
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671
$446K 0.01%
9,793
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672
$443K 0.01%
20,886
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673
$443K 0.01%
4,708
+430
674
$440K 0.01%
18,720
+1,089
675
$439K 0.01%
+30,027
25 26
27
28 29