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
76
$462K 0.08%
2,150
+178
77
$462K 0.08%
1,602
+105
78
$455K 0.07%
10,084
+4,202
79
$453K 0.07%
+33,000
80
$441K 0.07%
5,824
+353
81
$439K 0.07%
12,865
+1,549
82
$434K 0.07%
9,820
83
$423K 0.07%
5,050
+359
84
$422K 0.07%
26,468
+940
85
$420K 0.07%
4,120
+350
86
$418K 0.07%
6,766
+2
87
$418K 0.07%
8,535
+11
88
$414K 0.07%
2,137
-41
89
$406K 0.07%
2,281
+112
90
$403K 0.07%
2,405
+95
91
$403K 0.07%
8,163
+1,264
92
$403K 0.07%
3,560
+1,707
93
$381K 0.06%
2,739
+242
94
$377K 0.06%
1,388
+82
95
$372K 0.06%
2,946
+31
96
$371K 0.06%
16,056
+3,492
97
$370K 0.06%
31,224
+846
98
$365K 0.06%
5,464
+171
99
$359K 0.06%
4,179
+100
100
$358K 0.06%
3,205
+197
2 3
4
5 6