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
51
$4.88M 0.26%
401,610
+125,600
52
$4.63M 0.25%
9,804
+5,020
53
$4.62M 0.25%
53,609
+26,883
54
$4.54M 0.24%
34,740
+170
55
$4.39M 0.23%
100,441
+29,634
56
$4.38M 0.23%
55,534
+3,049
57
$4.35M 0.23%
97,993
+2,942
58
$4.32M 0.23%
34,244
+10,657
59
$4.32M 0.23%
64,261
-3,779
60
$4.29M 0.23%
31,596
+19,622
61
$4.09M 0.22%
33,159
62
$4.09M 0.22%
28,335
63
$4.03M 0.21%
65,984
+10,194
64
$3.98M 0.21%
164,765
+426
65
$3.81M 0.2%
68,006
+26,863
66
$3.78M 0.2%
164,260
+50,596
67
$3.73M 0.2%
16,557
+3,691
68
$3.72M 0.2%
97,974
+62,956
69
$3.62M 0.19%
58,626
+49,837
70
$3.61M 0.19%
83,430
+62,082
71
$3.56M 0.19%
50,015
+17,698
72
$3.53M 0.19%
50,655
+6,890
73
$3.51M 0.19%
70,374
+11,390
74
$3.49M 0.19%
15,425
+11,293
75
$3.49M 0.19%
75,576
-10,848
1 2
3
4 5