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
101
$339K 0.06%
8,934
-14
102
$336K 0.05%
1,450
+66
103
$333K 0.05%
1,500
104
$332K 0.05%
4,377
-124
105
$318K 0.05%
5,399
+213
106
$305K 0.05%
4,420
+504
107
$287K 0.05%
737
-418
108
$284K 0.05%
3,862
+212
109
$282K 0.05%
10,480
+730
110
$278K 0.05%
8,000
-11,409
111
$270K 0.04%
2,319
+91
112
$261K 0.04%
1,568
+340
113
$255K 0.04%
1,820
114
$253K 0.04%
+8,663
115
$246K 0.04%
4,665
116
$239K 0.04%
2,723
117
$235K 0.04%
2,140
+10
118
$229K 0.04%
3,415
+49
119
$227K 0.04%
925
-19
120
$222K 0.04%
800
121
$220K 0.04%
6,838
+5
122
$217K 0.04%
2,010
123
$208K 0.03%
+11,028
124
$208K 0.03%
+1,079
125
$203K 0.03%
+10,726
2 3 4
5
6