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
726
$374K 0.01%
2,044
+228
727
$371K 0.01%
1,210
+8
728
$369K 0.01%
+14,741
729
$369K 0.01%
11,017
-179
730
$367K 0.01%
4,794
+296
731
$367K 0.01%
23,746
+499
732
$365K 0.01%
+16,218
733
$364K 0.01%
+9,714
734
$364K 0.01%
+2,524
735
$364K 0.01%
3,111
+812
736
$364K 0.01%
17,375
+5,144
737
$363K 0.01%
1,219
-80
738
$363K 0.01%
+3,662
739
$363K 0.01%
2,185
+219
740
$362K 0.01%
8,868
+3,558
741
$361K 0.01%
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742
$357K 0.01%
49,367
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743
$354K 0.01%
7,150
-2,760
744
$354K 0.01%
21,363
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745
$354K 0.01%
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746
$353K 0.01%
5,981
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747
$351K 0.01%
620
+65
748
$349K 0.01%
+1,800
749
$349K 0.01%
7,961
+882
750
$348K 0.01%
+1,125
28 29
30
31 32