RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.48B
1-Year Est. Return 23.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.54%
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
701
$61K ﹤0.01%
4,750
+875
702
$58K ﹤0.01%
12,243
-6,369
703
$56K ﹤0.01%
+16,352
704
$48K ﹤0.01%
+11,392
705
$43K ﹤0.01%
15,675
-8,375
706
$42K ﹤0.01%
+10,605
707
$40K ﹤0.01%
3,060
708
$33K ﹤0.01%
+10,900
709
$33K ﹤0.01%
10,190
-3,506
710
$29K ﹤0.01%
+293
711
$25K ﹤0.01%
+10,476
712
– –
-7,075
713
– –
-10,069
714
– –
-2,794
715
– –
-7,922
716
– –
-1,273
717
– –
-14,467
718
– –
-3,875
719
– –
-5,629
720
– –
-4,768
721
– –
-26,093
722
– –
-10,245
723
– –
-12,373
724
– –
-16,716
725
– –
-10,000
27 28
29
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