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
126
$199K 0.03%
916
+30
127
$109K 0.02%
1,348
+220
128
$100K 0.02%
2,234
-344
129
$81K 0.01%
21,132
+6,689
130
$37K 0.01%
1,819
-736
131
$33K 0.01%
+1,300
132
$31K 0.01%
1,870
-94
133
$25K ﹤0.01%
14,558
-449
134
$25K ﹤0.01%
12,522
-9,126
135
$14K ﹤0.01%
10,264
-7,147
136
$10K ﹤0.01%
+25,000
137
– –
-10,000
138
– –
-1,424
139
– –
-3,551
140
– –
-10,712
2 3 4 5
6