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
326
$670K 0.04%
+9,011
327
$666K 0.04%
5,948
+3,147
328
$665K 0.04%
4,224
+1,868
329
$660K 0.04%
16,376
+9,222
330
$651K 0.03%
39,532
-8,312
331
$651K 0.03%
5,377
+3,254
332
$647K 0.03%
+7,113
333
$647K 0.03%
12,164
-2,671
334
$640K 0.03%
+2,870
335
$637K 0.03%
10,221
+3,496
336
$636K 0.03%
13,803
+7,490
337
$636K 0.03%
20,681
+3,125
338
$634K 0.03%
+1,307
339
$624K 0.03%
20,709
-8,510
340
$620K 0.03%
31,156
+2,676
341
$616K 0.03%
11,646
-1,015
342
$612K 0.03%
36,806
-7,211
343
$612K 0.03%
10,138
+812
344
$610K 0.03%
14,820
-7,250
345
$610K 0.03%
9,140
+6,027
346
$608K 0.03%
19,074
+10,322
347
$608K 0.03%
+21,532
348
$604K 0.03%
+4,637
349
$603K 0.03%
9,380
-106
350
$601K 0.03%
9,926
+4,642
12 13
14
15 16