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
676
$139K 0.01%
+24,617
677
$135K 0.01%
16,386
-4,424
678
$134K 0.01%
23,038
679
$133K 0.01%
37,183
-5,284
680
$122K 0.01%
+21,227
681
$122K 0.01%
+15,832
682
$121K 0.01%
21,484
-10,725
683
$114K 0.01%
23,291
+2,957
684
$113K 0.01%
11,897
+13
685
$108K 0.01%
+29,702
686
$101K 0.01%
+14,400
687
$98K 0.01%
+15,000
688
$90K ﹤0.01%
+30,228
689
$89K ﹤0.01%
+11,520
690
$86K ﹤0.01%
+10,470
691
$85K ﹤0.01%
+10,560
692
$83K ﹤0.01%
+24,534
693
$76K ﹤0.01%
+11,744
694
$72K ﹤0.01%
15,103
-4,072
695
$72K ﹤0.01%
+12,334
696
$71K ﹤0.01%
+10,167
697
$63K ﹤0.01%
14,358
-3,855
698
$63K ﹤0.01%
38,158
-6
699
$61K ﹤0.01%
+10,039
700
$61K ﹤0.01%
10,815
26 27
28
29 30