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
1001
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-4,105
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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-50,981
1007
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-4,198
1008
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1009
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-10,855
1010
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-12,286
1011
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-53,980
1012
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-4,141
1013
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-11,156
1014
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-18,225
1015
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-9,078
1016
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-48,618
1017
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-10,879
1018
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-16,297
1019
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1020
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1021
– –
-6,970
1022
– –
-4,425
1023
– –
-2,858
1024
– –
-22,341
1025
– –
-5,311
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