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
1026
– –
-2,068
1027
– –
-7,356
1028
– –
-19,659
1029
– –
-1,000
1030
– –
-2,348
1031
– –
-18,660
1032
– –
-9,241
1033
– –
-1,983
1034
– –
-2,301
1035
– –
-29,874
1036
– –
-143,353
1037
– –
-45,876
1038
– –
-13,082
1039
– –
-5,333
1040
– –
-5,272
1041
– –
-6,056
1042
– –
-12,283
1043
– –
-8,676
1044
– –
-4,864
1045
– –
-3,000
1046
– –
-14,809
1047
– –
-31,487
1048
– –
-7,827
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