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
601
$248K 0.01%
1,948
+45
602
$248K 0.01%
+2,062
603
$248K 0.01%
+2,128
604
$247K 0.01%
+27,462
605
$246K 0.01%
+6,625
606
$245K 0.01%
+2,295
607
$245K 0.01%
+1,012
608
$245K 0.01%
+8,467
609
$245K 0.01%
2,709
-2,048
610
$241K 0.01%
38,087
+17,459
611
$241K 0.01%
+2,026
612
$240K 0.01%
+1,745
613
$240K 0.01%
1,777
-828
614
$237K 0.01%
+219
615
$237K 0.01%
+4,071
616
$233K 0.01%
+1,165
617
$233K 0.01%
+20,676
618
$232K 0.01%
5,454
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619
$232K 0.01%
+7,902
620
$232K 0.01%
42,211
-91
621
$232K 0.01%
+5,565
622
$231K 0.01%
7,886
-4,594
623
$230K 0.01%
+3,524
624
$229K 0.01%
+2,292
625
$229K 0.01%
+712
23 24
25
26 27