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
651
$205K 0.01%
+12,319
652
$205K 0.01%
17,305
+468
653
$204K 0.01%
13,121
-1,680
654
$204K 0.01%
8,990
-40
655
$203K 0.01%
+2,446
656
$203K 0.01%
20,233
+1,810
657
$199K 0.01%
+22,539
658
$198K 0.01%
42,934
+26,307
659
$197K 0.01%
110,096
-12,913
660
$195K 0.01%
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661
$194K 0.01%
10,014
-567
662
$192K 0.01%
10,000
663
$189K 0.01%
+10,204
664
$186K 0.01%
+11,395
665
$178K 0.01%
+50,030
666
$178K 0.01%
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667
$177K 0.01%
24,094
-3,083
668
$172K 0.01%
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669
$170K 0.01%
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670
$167K 0.01%
37,049
-23,857
671
$165K 0.01%
73,047
+15,816
672
$165K 0.01%
11,797
-1,600
673
$165K 0.01%
+13,173
674
$159K 0.01%
14,770
-3,987
675
$158K 0.01%
+10,356
25 26
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