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
201
$2.98M 0.07%
21,970
+2,965
202
$2.98M 0.07%
67,581
+47,537
203
$2.97M 0.07%
72,002
-1,384
204
$2.96M 0.07%
44,418
+2,861
205
$2.95M 0.07%
25,257
-5,076
206
$2.94M 0.06%
27,867
+741
207
$2.93M 0.06%
5,546
+789
208
$2.93M 0.06%
+31,890
209
$2.92M 0.06%
81,910
-4,441
210
$2.87M 0.06%
14,270
+88
211
$2.87M 0.06%
5,649
+1,043
212
$2.86M 0.06%
87,743
-5,806
213
$2.84M 0.06%
23,032
+3,915
214
$2.82M 0.06%
86,262
-13,253
215
$2.81M 0.06%
2,675
+448
216
$2.8M 0.06%
30,710
+1,540
217
$2.77M 0.06%
5,898
+619
218
$2.73M 0.06%
15,844
-2,496
219
$2.73M 0.06%
9,121
+458
220
$2.73M 0.06%
31,529
+11,389
221
$2.69M 0.06%
92,556
+12,874
222
$2.69M 0.06%
13,156
+68
223
$2.69M 0.06%
6,794
+1,196
224
$2.68M 0.06%
34,626
+72
225
$2.68M 0.06%
191,705
+21,872
7 8
9
10 11