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
926
$176K ﹤0.01%
10,508
-11,283
927
$174K ﹤0.01%
139,182
928
$170K ﹤0.01%
11,866
-12,253
929
$169K ﹤0.01%
+17,061
930
$167K ﹤0.01%
20,960
-27,723
931
$165K ﹤0.01%
25,825
-2,496
932
$165K ﹤0.01%
15,668
-5,941
933
$164K ﹤0.01%
12,615
-18,833
934
$163K ﹤0.01%
17,163
+1,205
935
$159K ﹤0.01%
11,693
-16
936
$157K ﹤0.01%
+10,469
937
$154K ﹤0.01%
14,944
-25,701
938
$152K ﹤0.01%
11,455
-20,893
939
$151K ﹤0.01%
+10,435
940
$149K ﹤0.01%
+10,793
941
$148K ﹤0.01%
15,759
-5,903
942
$145K ﹤0.01%
34,762
+17,466
943
$142K ﹤0.01%
14,687
-3,113
944
$141K ﹤0.01%
16,382
+5,789
945
$141K ﹤0.01%
+13,502
946
$140K ﹤0.01%
31,340
-4,261
947
$133K ﹤0.01%
10,643
+73
948
$130K ﹤0.01%
11,976
+325
949
$126K ﹤0.01%
+22,968
950
$122K ﹤0.01%
15,188
-8,710
36 37
38
39 40