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
901
$206K ﹤0.01%
14,750
-308
902
$206K ﹤0.01%
2,070
-4,924
903
$205K ﹤0.01%
8,081
-2,092
904
$205K ﹤0.01%
+10,021
905
$205K ﹤0.01%
6,685
-531
906
$205K ﹤0.01%
+7,616
907
$204K ﹤0.01%
+1,417
908
$204K ﹤0.01%
3,638
-1,453
909
$204K ﹤0.01%
1,467
-454
910
$204K ﹤0.01%
+5,225
911
$203K ﹤0.01%
+1,595
912
$203K ﹤0.01%
386
-100
913
$203K ﹤0.01%
+2,737
914
$203K ﹤0.01%
+2,590
915
$202K ﹤0.01%
+497
916
$202K ﹤0.01%
5,247
-179
917
$202K ﹤0.01%
1,378
-660
918
$202K ﹤0.01%
22,593
-60,959
919
$202K ﹤0.01%
2,588
-1,338
920
$201K ﹤0.01%
+21,433
921
$201K ﹤0.01%
+726
922
$200K ﹤0.01%
+2,417
923
$194K ﹤0.01%
+31,116
924
$187K ﹤0.01%
+12,617
925
$182K ﹤0.01%
21,883
-2,754
35 36
37
38 39