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
151
$3.79M 0.08%
29,887
+16,960
152
$3.79M 0.08%
19,391
+15,953
153
$3.79M 0.08%
42,028
+1,573
154
$3.78M 0.08%
11,856
+2,340
155
$3.77M 0.08%
133,178
+5,252
156
$3.74M 0.08%
40,789
-3,975
157
$3.73M 0.08%
60,830
-2,491
158
$3.72M 0.08%
28,934
+5,924
159
$3.71M 0.08%
169,260
+121,683
160
$3.7M 0.08%
44,305
+1,583
161
$3.65M 0.08%
3,510
+2,912
162
$3.64M 0.08%
4,541
-1,740
163
$3.61M 0.08%
15,526
+53
164
$3.59M 0.08%
229,864
+15,563
165
$3.54M 0.08%
22,725
+1,663
166
$3.53M 0.08%
77,989
+20,527
167
$3.53M 0.08%
70,192
+7,274
168
$3.52M 0.08%
17,125
+2,785
169
$3.51M 0.08%
22,067
+1,560
170
$3.48M 0.08%
47,846
-2,915
171
$3.47M 0.08%
23,878
+1,604
172
$3.46M 0.08%
20,999
-543
173
$3.42M 0.08%
42,327
+160
174
$3.39M 0.07%
45,528
+13,637
175
$3.33M 0.07%
15,665
+4,821
5 6
7
8 9