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
126
$4.46M 0.1%
32,747
+11,748
127
$4.4M 0.1%
102,024
+67,640
128
$4.38M 0.1%
1,179
+3
129
$4.37M 0.1%
14,010
-4,396
130
$4.35M 0.1%
46,572
+5,779
131
$4.34M 0.1%
14,869
+1,344
132
$4.21M 0.09%
297,583
+77,536
133
$4.17M 0.09%
190,867
+47,969
134
$4.17M 0.09%
37,778
-11,330
135
$4.14M 0.09%
61,641
+362
136
$4.12M 0.09%
49,892
-2,200
137
$4.09M 0.09%
11,691
-5,873
138
$4.09M 0.09%
8,833
+1,444
139
$4.05M 0.09%
11,786
+3,217
140
$3.97M 0.09%
14,574
+440
141
$3.96M 0.09%
932,080
-254,264
142
$3.95M 0.09%
45,009
+29,376
143
$3.95M 0.09%
5,017
+516
144
$3.93M 0.09%
211,433
-2,963
145
$3.92M 0.09%
14,047
+957
146
$3.9M 0.09%
36,284
+1,225
147
$3.83M 0.08%
13,119
+1,797
148
$3.82M 0.08%
12,752
+540
149
$3.81M 0.08%
28,581
-723
150
$3.8M 0.08%
9,924
+932
4 5
6
7 8