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
476
$371K 0.02%
11,330
+467
477
$369K 0.02%
+6,463
478
$369K 0.02%
+6,706
479
$365K 0.02%
17,393
+5,106
480
$365K 0.02%
5,834
+2,416
481
$365K 0.02%
1,353
-342
482
$364K 0.02%
4,683
-3,465
483
$363K 0.02%
11,456
-2,386
484
$363K 0.02%
7,216
-1,312
485
$361K 0.02%
23,255
486
$360K 0.02%
+2,495
487
$360K 0.02%
+3,600
488
$360K 0.02%
+3,366
489
$359K 0.02%
2,181
+77
490
$359K 0.02%
9,028
+2,059
491
$358K 0.02%
+10,690
492
$356K 0.02%
+1,269
493
$354K 0.02%
+4,747
494
$353K 0.02%
+4,509
495
$353K 0.02%
25,272
+10,160
496
$352K 0.02%
+2,744
497
$352K 0.02%
+3,549
498
$348K 0.02%
85,331
-17,065
499
$347K 0.02%
4,871
+1,503
500
$346K 0.02%
+12,170
18 19
20
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