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
101
$5.39M 0.12%
67,563
+9,713
102
$5.36M 0.12%
67,503
-904
103
$5.32M 0.12%
66,943
+1,696
104
$5.28M 0.12%
6,886
+98
105
$5.22M 0.12%
46,066
+1,461
106
$5.15M 0.11%
221,966
+175,514
107
$5.14M 0.11%
18,025
+2,222
108
$5.14M 0.11%
22,443
+1,986
109
$5.09M 0.11%
27,322
+4,735
110
$5.03M 0.11%
12,959
+3,372
111
$4.98M 0.11%
66,853
+2,838
112
$4.97M 0.11%
47,302
-3,054
113
$4.9M 0.11%
27,743
+10,915
114
$4.9M 0.11%
36,282
+16,540
115
$4.88M 0.11%
144,231
-37,059
116
$4.86M 0.11%
9,209
+842
117
$4.82M 0.11%
202,095
+132,223
118
$4.72M 0.1%
21,257
+9,857
119
$4.71M 0.1%
28,052
-325
120
$4.67M 0.1%
33,170
+3,419
121
$4.58M 0.1%
19,323
+10,393
122
$4.56M 0.1%
31,876
+3,449
123
$4.52M 0.1%
34,353
+930
124
$4.52M 0.1%
15,322
+1,207
125
$4.48M 0.1%
20,529
+4,741
3 4
5
6 7