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
51
$976K 0.16%
4,690
+1,098
52
$964K 0.16%
36,878
-776
53
$962K 0.16%
6,924
+342
54
$896K 0.15%
4,887
+87
55
$835K 0.14%
16,198
-1,016
56
$833K 0.14%
25,594
-4
57
$812K 0.13%
186,520
+9,160
58
$772K 0.13%
12,640
-100
59
$770K 0.13%
30,345
+5,000
60
$718K 0.12%
6,002
+465
61
$716K 0.12%
3,698
+35
62
$703K 0.11%
13,936
+819
63
$698K 0.11%
17,759
+1,229
64
$653K 0.11%
5,153
-120,019
65
$629K 0.1%
1,652
-9
66
$625K 0.1%
4,562
+55
67
$607K 0.1%
5,913
-76
68
$605K 0.1%
9,920
+300
69
$603K 0.1%
14,973
+1,040
70
$599K 0.1%
7,849
+115
71
$571K 0.09%
7,115
+130
72
$567K 0.09%
18,210
-15
73
$494K 0.08%
8,187
+4,172
74
$494K 0.08%
18,771
+2,877
75
$476K 0.08%
13,926
-119
1 2
3
4 5