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
176
$3.31M 0.07%
23,346
+1,258
177
$3.3M 0.07%
3,683
+69
178
$3.29M 0.07%
71,734
-16,877
179
$3.26M 0.07%
45,430
-6,378
180
$3.26M 0.07%
71,834
+19,655
181
$3.24M 0.07%
26,131
+2,167
182
$3.24M 0.07%
37,846
-323
183
$3.24M 0.07%
116,253
+26,033
184
$3.23M 0.07%
29,313
+8,588
185
$3.22M 0.07%
27,936
+4,782
186
$3.21M 0.07%
71,143
+3,187
187
$3.21M 0.07%
387,164
+3,727
188
$3.18M 0.07%
47,177
+6,228
189
$3.18M 0.07%
13,347
+263
190
$3.18M 0.07%
20,144
+9,739
191
$3.16M 0.07%
84,313
+5,573
192
$3.15M 0.07%
9,835
+747
193
$3.13M 0.07%
61,412
+5,800
194
$3.11M 0.07%
17,648
+286
195
$3.07M 0.07%
6,029
+2,205
196
$3.06M 0.07%
5,633
+895
197
$3.06M 0.07%
314,721
+14,010
198
$3.02M 0.07%
150,352
+53,326
199
$3.02M 0.07%
33,658
+2,000
200
$3.01M 0.07%
24,578
+9,652
6 7
8
9 10