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
$1.88B
AUM Growth
+$296M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
757
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$12.3M
3
+$10.6M
4
OWL icon
Blue Owl Capital
OWL
+$9.04M
5
JNJ icon
Johnson & Johnson
JNJ
+$6.33M

Top Sells

1
+$4M
2
+$2.85M
3
+$2.43M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.73M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.72M

Sector Composition

1 Technology 9.96%
2 Financials 7.81%
3 Healthcare 6.11%
4 Industrials 5.2%
5 Consumer Discretionary 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.08M 0.06%
21,485
+9,863
227
$1.07M 0.06%
47,392
+22,983
228
$1.06M 0.06%
36,958
+2,823
229
$1.05M 0.06%
7,549
+4,732
230
$1.05M 0.06%
+8,647
231
$1.04M 0.06%
28,133
+11,458
232
$1.04M 0.06%
5,665
+1,680
233
$1.04M 0.06%
4,121
+2,003
234
$1.03M 0.05%
9,848
+2,865
235
$1.03M 0.05%
12,529
+7,010
236
$1.02M 0.05%
16,378
+8,659
237
$1.01M 0.05%
26,350
+4,474
238
$1.01M 0.05%
7,982
-95
239
$1M 0.05%
+5,687
240
$1M 0.05%
+4,721
241
$992K 0.05%
62,478
+40,924
242
$988K 0.05%
+25,467
243
$984K 0.05%
25,505
+14,332
244
$981K 0.05%
34,792
+9,369
245
$971K 0.05%
66,926
+21,945
246
$970K 0.05%
3,556
-367
247
$960K 0.05%
21,939
+4,597
248
$960K 0.05%
20,362
+3,141
249
$959K 0.05%
7,107
+2,326
250
$959K 0.05%
11,988
-1,899
8 9
10
11 12