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
951
$121K ﹤0.01%
134,655
-119,705
952
$117K ﹤0.01%
21,852
+11,109
953
$115K ﹤0.01%
18,135
-21,887
954
$112K ﹤0.01%
13,798
-43,968
955
$111K ﹤0.01%
10,908
-1,294
956
$111K ﹤0.01%
37,250
+10,285
957
$110K ﹤0.01%
15,000
958
$109K ﹤0.01%
+16,601
959
$101K ﹤0.01%
11,626
-9,597
960
$93.7K ﹤0.01%
26,779
-79
961
$90.2K ﹤0.01%
10,601
-26,991
962
$87.6K ﹤0.01%
18,490
+1,011
963
$87.4K ﹤0.01%
37,678
-11,289
964
$86.2K ﹤0.01%
+23,617
965
$81.2K ﹤0.01%
12,735
-2,629
966
$80.5K ﹤0.01%
23,079
-18,866
967
$79.1K ﹤0.01%
10,034
-10,022
968
$75.7K ﹤0.01%
38,836
-9,561
969
$73.7K ﹤0.01%
10,397
-7,015
970
$65.5K ﹤0.01%
+24,002
971
$60.3K ﹤0.01%
24,303
-33,556
972
$57.8K ﹤0.01%
48,139
973
$57.5K ﹤0.01%
10,995
+309
974
$53.8K ﹤0.01%
29,743
+2,539
975
$52.9K ﹤0.01%
+13,157
37 38
39
40 41