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
626
$228K 0.01%
+3,424
627
$227K 0.01%
3,366
628
$227K 0.01%
+4,060
629
$226K 0.01%
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630
$226K 0.01%
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631
$226K 0.01%
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632
$226K 0.01%
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-1,883
633
$226K 0.01%
6,602
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634
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+8,365
635
$222K 0.01%
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636
$218K 0.01%
31,007
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637
$216K 0.01%
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638
$214K 0.01%
20,435
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639
$214K 0.01%
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640
$213K 0.01%
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641
$213K 0.01%
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642
$211K 0.01%
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643
$211K 0.01%
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644
$210K 0.01%
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645
$210K 0.01%
9,100
646
$210K 0.01%
+2,460
647
$208K 0.01%
4,166
-4,856
648
$208K 0.01%
+4,338
649
$206K 0.01%
+4,377
650
$205K 0.01%
975
24 25
26
27 28