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
376
$542K 0.03%
+6,035
377
$541K 0.03%
+6,306
378
$537K 0.03%
5,828
+3,560
379
$537K 0.03%
35,549
+2,985
380
$536K 0.03%
2,581
+92
381
$535K 0.03%
10,897
+3,150
382
$535K 0.03%
+40,608
383
$535K 0.03%
12,295
+7,672
384
$532K 0.03%
1,214
+35
385
$529K 0.03%
1,624
-89
386
$528K 0.03%
10,734
+2,817
387
$527K 0.03%
8,950
+1,490
388
$526K 0.03%
+6,988
389
$526K 0.03%
+14,948
390
$525K 0.03%
24,822
+10,435
391
$518K 0.03%
31,059
+269
392
$518K 0.03%
4,869
+180
393
$517K 0.03%
1,666
-897
394
$514K 0.03%
4,055
-25
395
$510K 0.03%
+2,770
396
$510K 0.03%
+2,356
397
$503K 0.03%
1,883
+345
398
$502K 0.03%
+2,071
399
$502K 0.03%
48,472
+37,348
400
$499K 0.03%
+11,638
14 15
16
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