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
+$161M
2
+$103M
3
+$84.9M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$69M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$64M

Top Sells

1
+$3.16M
2
+$2.84M
3
+$2.7M
4
RIO icon
Rio Tinto
RIO
+$2.58M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$2.58M

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
976
$50.1K ﹤0.01%
16,972
-14,360
977
$49.3K ﹤0.01%
23,038
978
$48K ﹤0.01%
31,370
+8,442
979
$45.3K ﹤0.01%
10,000
980
$44.2K ﹤0.01%
+42,085
981
$39.7K ﹤0.01%
25,311
-94,492
982
$29.8K ﹤0.01%
+10,927
983
$21.5K ﹤0.01%
+11,788
984
$20.6K ﹤0.01%
26,000
985
$10.2K ﹤0.01%
+1,270
986
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987
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988
– –
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989
– –
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990
– –
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991
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992
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994
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995
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996
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997
– –
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998
– –
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999
– –
-3,629
1000
– –
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38 39
40
41 42