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
+$19.2M
2
+$14M
3
+$11.8M
4
OWL icon
Blue Owl Capital
OWL
+$10.9M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$7.05M

Top Sells

1
+$4.08M
2
+$2.85M
3
+$2.54M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$1.86M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.73M

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
751
– –
-7,648
752
– –
-18,935
753
– –
-13,479
754
– –
-61,005
755
– –
-49,735
756
– –
-10,957
757
– –
-16,716
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