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
1026
– –
-13,090
1027
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-4,425
1028
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-22,341
1029
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-5,311
1030
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-2,068
1031
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-7,356
1032
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-1,000
1033
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-2,348
1034
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-18,660
1035
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-9,241
1036
– –
-1,983
1037
– –
-2,301
1038
– –
-29,874
1039
– –
-17,347
1040
– –
-5,333
1041
– –
-5,272
1042
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-6,056
1043
– –
-12,283
1044
– –
-8,676
1045
– –
-4,864
1046
– –
-3,000
1047
– –
-14,809
1048
– –
-31,487
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