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
251
$957K 0.05%
4,379
+1,519
252
$955K 0.05%
5,622
+158
253
$951K 0.05%
10,224
+4,799
254
$950K 0.05%
10,278
+5,721
255
$949K 0.05%
1,602
-105
256
$946K 0.05%
66,925
-16,465
257
$945K 0.05%
13,236
+172
258
$940K 0.05%
7,215
-2,786
259
$936K 0.05%
27,384
-8,357
260
$933K 0.05%
218,028
+37,484
261
$914K 0.05%
11,057
+7,696
262
$911K 0.05%
24,877
-18,299
263
$909K 0.05%
19,119
+10,875
264
$897K 0.05%
10,793
+2,239
265
$894K 0.05%
106,328
-34,189
266
$894K 0.05%
17,821
+1,884
267
$892K 0.05%
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268
$887K 0.05%
6,967
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269
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57,551
-27,929
270
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13,675
-5,555
271
$879K 0.05%
10,928
+7,576
272
$877K 0.05%
68,430
-25,030
273
$876K 0.05%
17,504
-2,777
274
$870K 0.05%
3,904
+1,999
275
$868K 0.05%
9,148
+4,552
9 10
11
12 13