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
76
$3.32M 0.18%
35,226
+10,313
77
$3.32M 0.18%
14,375
+6,341
78
$3.25M 0.17%
17,816
+14,350
79
$3.24M 0.17%
16,620
+8,304
80
$3.22M 0.17%
+117,926
81
$3.16M 0.17%
7,488
+4,094
82
$3.12M 0.17%
85,540
+35,873
83
$3.05M 0.16%
31,497
+3,170
84
$3.04M 0.16%
45,117
-17,529
85
$3.03M 0.16%
6,439
+2,939
86
$2.91M 0.15%
116,774
-280
87
$2.9M 0.15%
52,758
+21,031
88
$2.88M 0.15%
576,734
-43,879
89
$2.86M 0.15%
27,980
+8,707
90
$2.8M 0.15%
35,489
+8,630
91
$2.77M 0.15%
18,554
+14,857
92
$2.74M 0.15%
13,402
+1,300
93
$2.73M 0.15%
39,895
-6,020
94
$2.73M 0.14%
32,364
+17,298
95
$2.71M 0.14%
5,962
+1,787
96
$2.71M 0.14%
11,820
+5,417
97
$2.67M 0.14%
103,818
+50,672
98
$2.66M 0.14%
48,489
+20,333
99
$2.63M 0.14%
14,029
+8,510
100
$2.63M 0.14%
4,780
+3,377
2 3
4
5 6