RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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
+$19.2M
2
+$14M
3
+$11.8M
4
OWL icon
Blue Owl Capital
OWL
+$10.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.05M

Top Sells

1
+$4.08M
2
+$2.85M
3
+$2.54M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.86M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.73M

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
276
$859K 0.05%
10,267
-910
277
$859K 0.05%
32,432
+15,780
278
$858K 0.05%
33,526
+2,657
279
$856K 0.05%
5,022
+3,135
280
$851K 0.05%
+11,112
281
$841K 0.04%
5,332
+1,357
282
$840K 0.04%
28,485
-950
283
$831K 0.04%
31,873
-2,697
284
$826K 0.04%
8,112
-57
285
$823K 0.04%
7,363
+3,216
286
$814K 0.04%
21,407
+2,924
287
$813K 0.04%
2
288
$812K 0.04%
3,781
+175
289
$812K 0.04%
6,708
+1,497
290
$811K 0.04%
5,635
-2,823
291
$807K 0.04%
22,030
+2,841
292
$807K 0.04%
2,757
+1,307
293
$803K 0.04%
36,461
+15,742
294
$803K 0.04%
14,643
+3,754
295
$801K 0.04%
2,765
+1,894
296
$800K 0.04%
+27,746
297
$790K 0.04%
+7,683
298
$786K 0.04%
12,380
+3,573
299
$786K 0.04%
4,438
+1,174
300
$778K 0.04%
139,731
-6,700
10 11
12
13 14