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
26
$8.63M 0.46%
26,690
+17,064
27
$7.8M 0.41%
21,739
28
$7.53M 0.4%
60,546
+9,112
29
$6.87M 0.37%
51,219
+13,193
30
$6.84M 0.36%
71,143
+14,963
31
$6.49M 0.34%
62,100
+21,262
32
$6.22M 0.33%
34,998
+15,397
33
$6.16M 0.33%
70,504
+22,858
34
$5.79M 0.31%
40,289
+15,104
35
$5.74M 0.3%
3,492
+455
36
$5.68M 0.3%
16,717
+14,442
37
$5.67M 0.3%
68,341
+48,461
38
$5.55M 0.29%
115,417
+79,423
39
$5.55M 0.29%
14,356
+11,255
40
$5.49M 0.29%
33,655
+15,996
41
$5.41M 0.29%
47,172
+15
42
$5.4M 0.29%
135,050
+105,752
43
$5.3M 0.28%
52,209
+11,139
44
$5.28M 0.28%
1,323
+64
45
$5.16M 0.27%
170,953
+85,558
46
$5M 0.27%
187,948
+420
47
$4.99M 0.26%
204,704
-2,777
48
$4.95M 0.26%
20,368
+3,696
49
$4.94M 0.26%
32,267
+25,095
50
$4.92M 0.26%
17,817
+7,655
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