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
751
$348K 0.01%
+1,218
752
$348K 0.01%
15,815
-935
753
$347K 0.01%
+41,105
754
$345K 0.01%
628
-484
755
$343K 0.01%
+3,668
756
$342K 0.01%
+3,151
757
$341K 0.01%
13,228
-2,509
758
$340K 0.01%
8,692
-2,218
759
$340K 0.01%
+1,828
760
$340K 0.01%
13,905
+1,897
761
$339K 0.01%
+13,385
762
$338K 0.01%
4,958
+120
763
$337K 0.01%
14,300
+2,948
764
$335K 0.01%
+1,377
765
$332K 0.01%
4,539
+571
766
$331K 0.01%
3,297
+1,247
767
$330K 0.01%
3,678
768
$330K 0.01%
4,983
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769
$330K 0.01%
+1,158
770
$329K 0.01%
+13,737
771
$326K 0.01%
4,059
+70
772
$325K 0.01%
+1,381
773
$324K 0.01%
884
+87
774
$322K 0.01%
+10,524
775
$322K 0.01%
2,962
+794
29 30
31
32 33