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
451
$413K 0.02%
+1,503
452
$408K 0.02%
2,909
+1,111
453
$408K 0.02%
+7,572
454
$406K 0.02%
1,899
-17
455
$405K 0.02%
1,836
+846
456
$404K 0.02%
36,119
+3,126
457
$402K 0.02%
+11,189
458
$400K 0.02%
996
+380
459
$398K 0.02%
+814
460
$396K 0.02%
9,435
+2
461
$394K 0.02%
8,985
-225
462
$393K 0.02%
+23,823
463
$393K 0.02%
1,041
-330
464
$391K 0.02%
+3,307
465
$388K 0.02%
5,294
+1,708
466
$386K 0.02%
+6,326
467
$384K 0.02%
+3,042
468
$382K 0.02%
+672
469
$379K 0.02%
+458
470
$378K 0.02%
+6,223
471
$376K 0.02%
27,882
-7,428
472
$373K 0.02%
+18,538
473
$373K 0.02%
5,269
+1,352
474
$373K 0.02%
+5,452
475
$372K 0.02%
4,150
+565
17 18
19
20 21