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
351
$601K 0.03%
24,723
+3,942
352
$597K 0.03%
+4,391
353
$596K 0.03%
12,550
-469
354
$593K 0.03%
+6,617
355
$589K 0.03%
+4,070
356
$588K 0.03%
4,946
+2,276
357
$587K 0.03%
+2,730
358
$587K 0.03%
3,121
+1
359
$585K 0.03%
10,108
+5,908
360
$584K 0.03%
13,294
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361
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+9,457
362
$579K 0.03%
10,078
+1,045
363
$575K 0.03%
118,829
+5,183
364
$574K 0.03%
20,756
+2,542
365
$573K 0.03%
+3,838
366
$572K 0.03%
17,288
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367
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3,699
-1,378
368
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78,435
-13,269
369
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+47,183
370
$564K 0.03%
18,907
+7,167
371
$561K 0.03%
1,855
+1,095
372
$557K 0.03%
4,537
-1,132
373
$556K 0.03%
4,987
-20
374
$548K 0.03%
+4,866
375
$543K 0.03%
7,732
-103
13 14
15
16 17