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
676
$438K 0.01%
4,900
+1,037
677
$435K 0.01%
23,094
-627
678
$429K 0.01%
45,703
+4,779
679
$427K 0.01%
2,203
-2,825
680
$427K 0.01%
16,539
-15,253
681
$427K 0.01%
+11,891
682
$425K 0.01%
6,260
-168
683
$425K 0.01%
27,665
-46,313
684
$420K 0.01%
17,525
+8,275
685
$418K 0.01%
40,177
+15,741
686
$418K 0.01%
+142,132
687
$417K 0.01%
+2,075
688
$417K 0.01%
29,015
-907
689
$417K 0.01%
2,812
+166
690
$414K 0.01%
1,892
+673
691
$412K 0.01%
44,586
+34,270
692
$409K 0.01%
14,682
-1,191
693
$407K 0.01%
14,384
-643
694
$402K 0.01%
25,048
+109
695
$402K 0.01%
133,067
-106,971
696
$401K 0.01%
4,474
-1,238
697
$401K 0.01%
1,288
+180
698
$400K 0.01%
+31,707
699
$398K 0.01%
+12,013
700
$396K 0.01%
3,727
+20
26 27
28
29 30