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
701
$396K 0.01%
16,980
-1,680
702
$396K 0.01%
+5,418
703
$396K 0.01%
3,811
-41
704
$395K 0.01%
6,524
+1,719
705
$394K 0.01%
715
-182
706
$394K 0.01%
+8,897
707
$394K 0.01%
1,759
-673
708
$393K 0.01%
9,276
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709
$393K 0.01%
69,526
+13,704
710
$393K 0.01%
965
-111
711
$390K 0.01%
1,554
+65
712
$390K 0.01%
+13,458
713
$386K 0.01%
18,604
-3,746
714
$384K 0.01%
214
-22
715
$383K 0.01%
2,369
-8
716
$383K 0.01%
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717
$382K 0.01%
+6,562
718
$381K 0.01%
6,544
-157
719
$381K 0.01%
8,860
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720
$381K 0.01%
16,325
-900
721
$379K 0.01%
3,656
+1,260
722
$378K 0.01%
18,144
+500
723
$376K 0.01%
+3,975
724
$376K 0.01%
2,865
725
$374K 0.01%
+2,294
27 28
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