RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.14B
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$616M
AUM Growth
+$30.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$3.49M
3
+$3.44M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.15M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$3.05M

Top Sells

1
+$15.2M
2
+$396K
3
+$240K
4
MMM icon
3M
MMM
+$206K
5
SYRE icon
Spyre Therapeutics
SYRE
+$199K

Sector Composition

1 Technology 2.12%
2 Healthcare 1.25%
3 Communication Services 1.01%
4 Financials 0.97%
5 Industrials 0.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.4M 0.39%
39,137
+53
27
$2.37M 0.38%
38,849
+10
28
$2.36M 0.38%
18,078
-55
29
$2.25M 0.37%
16,185
+204
30
$2.04M 0.33%
10,586
-1,035
31
$2M 0.33%
6,757
+3,124
32
$1.94M 0.32%
34,516
+1,639
33
$1.78M 0.29%
13,751
+65
34
$1.48M 0.24%
17,483
-82
35
$1.45M 0.23%
56,435
+31,350
36
$1.41M 0.23%
7,818
37
$1.38M 0.22%
55,356
-464
38
$1.33M 0.22%
24,248
+5,995
39
$1.21M 0.2%
32,331
+878
40
$1.18M 0.19%
9,984
+1,979
41
$1.17M 0.19%
19,201
+240
42
$1.15M 0.19%
16,296
+3,653
43
$1.14M 0.19%
13,120
+2,940
44
$1.13M 0.18%
20,401
-755
45
$1.1M 0.18%
6,421
+675
46
$1.1M 0.18%
8,809
+773
47
$1.03M 0.17%
36,147
+12,662
48
$1.03M 0.17%
8,592
-45
49
$1.03M 0.17%
18,653
+642
50
$1.01M 0.16%
8,515
+942
1
2
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