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
1026
– –
-4,141
1027
– –
-53,980
1028
– –
-12,286
1029
– –
-10,855
1030
– –
-2,209
1031
– –
-4,198
1032
– –
-50,981
1033
– –
-832
1034
– –
-14,108
1035
– –
-13,584
1036
– –
-28,521
1037
– –
-4,105
1038
– –
-1,201
1039
– –
-3,629
1040
– –
-2,269
1041
– –
-10,664
1042
– –
-1,023
1043
– –
-11,051
1044
– –
-981
1045
– –
-10,625
1046
– –
-979
1047
– –
-8,973
1048
– –
-9,146
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