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
826
$271K 0.01%
2,459
+253
827
$270K 0.01%
+7,277
828
$270K 0.01%
11,726
-317
829
$269K 0.01%
12,777
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830
$268K 0.01%
1,707
+10
831
$267K 0.01%
12,700
+1,450
832
$267K 0.01%
3,761
-5,368
833
$265K 0.01%
+17,761
834
$265K 0.01%
+5,085
835
$264K 0.01%
1,032
-1,738
836
$263K 0.01%
41,391
-20,120
837
$263K 0.01%
1,336
-317
838
$263K 0.01%
+791
839
$262K 0.01%
13,566
-29,227
840
$262K 0.01%
4,341
-4,599
841
$260K 0.01%
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842
$260K 0.01%
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843
$260K 0.01%
17,108
-10,444
844
$260K 0.01%
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845
$258K 0.01%
18,234
+5,025
846
$255K 0.01%
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847
$255K 0.01%
5,814
848
$255K 0.01%
2,456
-662
849
$253K 0.01%
+9,946
850
$252K 0.01%
3,438
-2,504
32 33
34
35 36