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
501
$344K 0.02%
2,381
+73
502
$344K 0.02%
6,985
+2,668
503
$344K 0.02%
+7,902
504
$343K 0.02%
18,533
-19,724
505
$343K 0.02%
+4,756
506
$343K 0.02%
+986
507
$340K 0.02%
9,083
+3,938
508
$339K 0.02%
21,600
+7,034
509
$338K 0.02%
+3,125
510
$337K 0.02%
63,571
-30,625
511
$335K 0.02%
9,063
+1,129
512
$335K 0.02%
5,450
-1,192
513
$334K 0.02%
2,383
+530
514
$332K 0.02%
+11,050
515
$332K 0.02%
4,011
-937
516
$332K 0.02%
+4,414
517
$331K 0.02%
5,034
-664
518
$331K 0.02%
+2,750
519
$331K 0.02%
+12,145
520
$329K 0.02%
1,756
+123
521
$327K 0.02%
3,067
+246
522
$324K 0.02%
+10,331
523
$323K 0.02%
8,802
-6,497
524
$322K 0.02%
+2,353
525
$322K 0.02%
+5,010
19 20
21
22 23