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
876
$232K 0.01%
+1,185
877
$232K 0.01%
+10,197
878
$230K 0.01%
1,951
-1,002
879
$228K 0.01%
4,702
-3,250
880
$228K 0.01%
1,100
-96
881
$227K 0.01%
2,617
882
$227K 0.01%
2,049
-1,596
883
$226K 0.01%
34,414
+513
884
$226K 0.01%
+9,043
885
$226K 0.01%
26,147
-62,875
886
$225K 0.01%
62,915
-10,669
887
$224K ﹤0.01%
5,552
+138
888
$223K ﹤0.01%
+20,640
889
$223K ﹤0.01%
3,286
+11
890
$222K ﹤0.01%
11,954
891
$222K ﹤0.01%
1,534
-445
892
$222K ﹤0.01%
1,557
-929
893
$222K ﹤0.01%
636
+10
894
$222K ﹤0.01%
+1,125
895
$218K ﹤0.01%
2,127
-904
896
$218K ﹤0.01%
2,672
-877
897
$211K ﹤0.01%
2,299
-504
898
$211K ﹤0.01%
2,392
+39
899
$210K ﹤0.01%
104,611
-38,771
900
$209K ﹤0.01%
2,932
-991
34 35
36
37 38