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
401
$498K 0.03%
+2,749
402
$497K 0.03%
+6,634
403
$496K 0.03%
6,258
+803
404
$496K 0.03%
13,225
-2,717
405
$495K 0.03%
17,301
+5,183
406
$493K 0.03%
6,835
-3,408
407
$489K 0.03%
6,215
+2,176
408
$482K 0.03%
+15,699
409
$481K 0.03%
+6,181
410
$473K 0.03%
5,816
-334
411
$471K 0.03%
10,243
+2,056
412
$470K 0.03%
8,146
+520
413
$467K 0.02%
7,058
+67
414
$466K 0.02%
9,974
-1,240
415
$465K 0.02%
3,438
+1,369
416
$465K 0.02%
+17,014
417
$465K 0.02%
1,522
+635
418
$462K 0.02%
+4,395
419
$457K 0.02%
7,756
+3,221
420
$456K 0.02%
+9,900
421
$453K 0.02%
+6,336
422
$450K 0.02%
38,762
-9,374
423
$449K 0.02%
60,397
+9,537
424
$448K 0.02%
17,017
+8,087
425
$447K 0.02%
+1,600
15 16
17
18 19