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
576
$270K 0.01%
5,932
-2,681
577
$268K 0.01%
+1,333
578
$268K 0.01%
25,007
+12,098
579
$267K 0.01%
3,888
-1,411
580
$265K 0.01%
+10,151
581
$265K 0.01%
+4,416
582
$264K 0.01%
7,390
+9
583
$263K 0.01%
+1,147
584
$263K 0.01%
+10,171
585
$261K 0.01%
+17,005
586
$259K 0.01%
+1,816
587
$259K 0.01%
+6,169
588
$259K 0.01%
+6,172
589
$258K 0.01%
9,411
-5,157
590
$258K 0.01%
7,596
+746
591
$257K 0.01%
+4,021
592
$256K 0.01%
2,410
+52
593
$256K 0.01%
+1,041
594
$256K 0.01%
64,565
-2,000
595
$253K 0.01%
+1,839
596
$253K 0.01%
+1,160
597
$251K 0.01%
+1,841
598
$250K 0.01%
+3,466
599
$249K 0.01%
+1,113
600
$249K 0.01%
+4,851
22 23
24
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