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
76
$6.9M 0.15%
1,191
+147
77
$6.72M 0.15%
30,152
+1,005
78
$6.71M 0.15%
9,483
+1,329
79
$6.62M 0.15%
17,123
+562
80
$6.46M 0.14%
61,294
+14,031
81
$6.41M 0.14%
90,590
+9,500
82
$6.31M 0.14%
78,720
+8,422
83
$6.24M 0.14%
42,758
+5,621
84
$6.14M 0.14%
26,707
-9,567
85
$5.95M 0.13%
186,249
-1,962
86
$5.95M 0.13%
23,101
+706
87
$5.92M 0.13%
65,175
+3,544
88
$5.92M 0.13%
147,988
+137,059
89
$5.85M 0.13%
83,686
+8,215
90
$5.85M 0.13%
548,364
+184,022
91
$5.77M 0.13%
79,372
+73,876
92
$5.76M 0.13%
66,116
-7,268
93
$5.72M 0.13%
115,731
-7,510
94
$5.62M 0.12%
24,136
-676
95
$5.6M 0.12%
25,322
+2,155
96
$5.58M 0.12%
190,681
+17,804
97
$5.57M 0.12%
9,800
+2,172
98
$5.51M 0.12%
211,638
+17,812
99
$5.5M 0.12%
79,320
+2,268
100
$5.4M 0.12%
76,641
-1,085
2 3
4
5 6