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
51
$9.73M 0.21%
22,186
-868
52
$9.4M 0.21%
198,553
+15,534
53
$9.08M 0.2%
24,753
+2,048
54
$9.04M 0.2%
75,945
+30,853
55
$8.96M 0.2%
65,878
+17,546
56
$8.94M 0.2%
70,428
+2,797
57
$8.89M 0.2%
205,416
+39,445
58
$8.87M 0.2%
82,323
-28
59
$8.52M 0.19%
28,008
-89
60
$8.5M 0.19%
43,772
+28,942
61
$8.47M 0.19%
54,245
-25,354
62
$8.15M 0.18%
98,348
-16,999
63
$8.12M 0.18%
4,442
-481
64
$8.07M 0.18%
132,819
-4,978
65
$8.02M 0.18%
11
66
$7.98M 0.18%
146,887
+2,925
67
$7.76M 0.17%
163,986
+3,459
68
$7.74M 0.17%
503,403
+25,229
69
$7.72M 0.17%
41,612
+1,877
70
$7.7M 0.17%
90,470
+19,619
71
$7.63M 0.17%
24,745
+1,636
72
$7.58M 0.17%
262,073
+67,536
73
$7.34M 0.16%
292,069
+110,134
74
$6.99M 0.15%
31,161
+768
75
$6.97M 0.15%
101,017
-3,292
1 2
3
4 5