RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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
+$19.2M
2
+$14M
3
+$11.8M
4
OWL icon
Blue Owl Capital
OWL
+$10.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.05M

Top Sells

1
+$4.08M
2
+$2.85M
3
+$2.54M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.86M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.73M

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
526
$320K 0.02%
+1,863
527
$316K 0.02%
+3,657
528
$310K 0.02%
9,788
+2,449
529
$306K 0.02%
6,770
-4,212
530
$306K 0.02%
4,861
-1,695
531
$303K 0.02%
+2,742
532
$302K 0.02%
16,415
-984
533
$301K 0.02%
+1,852
534
$301K 0.02%
+1,824
535
$301K 0.02%
+3,845
536
$300K 0.02%
+13,121
537
$300K 0.02%
+3,714
538
$299K 0.02%
2,432
-1,258
539
$299K 0.02%
53,201
-10,137
540
$298K 0.02%
+10,609
541
$298K 0.02%
+6,489
542
$296K 0.02%
+12,006
543
$295K 0.02%
2,867
+187
544
$293K 0.02%
108,615
545
$293K 0.02%
1,356
+187
546
$291K 0.02%
+1,862
547
$291K 0.02%
960
+400
548
$291K 0.02%
+1,696
549
$290K 0.02%
+6,072
550
$288K 0.02%
+3,575
20 21
22
23 24