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
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
– –
-2,209
987
– –
-10,855
988
– –
-12,286
989
– –
-19,659
990
– –
-8,973
991
– –
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992
– –
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993
– –
-10,460
994
– –
-10,792
995
– –
-3,032
996
– –
-4,198
997
– –
-53,980
998
– –
-4,141
999
– –
-11,156
1000
– –
-18,225
38 39
40
41 42