RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.76B
1-Year Est. Return 24.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.76%
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 8.21%
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
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-45,876
1002
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1003
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1004
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1005
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1006
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1007
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-18,660
1008
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1009
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-1,000
1010
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-19,659
1011
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1012
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1013
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-5,311
1014
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-22,341
1015
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1016
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1017
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1018
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1019
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1020
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1021
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-10,879
1022
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-48,618
1023
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-9,078
1024
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-18,225
1025
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-11,156
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