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
1001
– –
-9,078
1002
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-13,145
1003
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-6,970
1004
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-2,858
1005
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-143,353
1006
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-45,876
1007
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-13,082
1008
– –
-7,827
1009
– –
-9,146
1010
– –
-10,625
1011
– –
-981
1012
– –
-11,051
1013
– –
-1,023
1014
– –
-10,664
1015
– –
-2,269
1016
– –
-1,201
1017
– –
-4,105
1018
– –
-28,521
1019
– –
-13,584
1020
– –
-14,108
1021
– –
-832
1022
– –
-50,981
1023
– –
-48,618
1024
– –
-10,879
1025
– –
-16,297
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