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
426
$446K 0.02%
+13,913
427
$444K 0.02%
5,081
+1,925
428
$442K 0.02%
+4,468
429
$441K 0.02%
+5,655
430
$439K 0.02%
+2,086
431
$439K 0.02%
10,243
+1,351
432
$438K 0.02%
8,134
+276
433
$438K 0.02%
5,510
+2,140
434
$437K 0.02%
22,646
-482
435
$436K 0.02%
10,633
+3,155
436
$436K 0.02%
+10,150
437
$436K 0.02%
3,131
+1,219
438
$433K 0.02%
57,541
-11,007
439
$430K 0.02%
+2,532
440
$430K 0.02%
+13,951
441
$430K 0.02%
50,590
-5,263
442
$429K 0.02%
35,140
-15,865
443
$427K 0.02%
16,895
+5,393
444
$425K 0.02%
+7,106
445
$423K 0.02%
2,401
-208
446
$423K 0.02%
11,912
-2,194
447
$422K 0.02%
9,644
-24,876
448
$422K 0.02%
2,151
+644
449
$419K 0.02%
2,400
+187
450
$415K 0.02%
+2,635
16 17
18
19 20