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
101
$2.62M 0.14%
1,221
+513
102
$2.6M 0.14%
12,250
+10,995
103
$2.59M 0.14%
10,074
+4,384
104
$2.58M 0.14%
32,140
-4,134
105
$2.54M 0.14%
63,220
+32,879
106
$2.54M 0.13%
26,627
+13,813
107
$2.51M 0.13%
8,842
+2,313
108
$2.51M 0.13%
18,731
+13,103
109
$2.47M 0.13%
21,890
+4,124
110
$2.44M 0.13%
39,491
-4,414
111
$2.43M 0.13%
41,593
+20,361
112
$2.41M 0.13%
85,647
+30,808
113
$2.39M 0.13%
193,981
+77,774
114
$2.37M 0.13%
83,049
+53,812
115
$2.36M 0.13%
28,794
+11,073
116
$2.34M 0.12%
29,833
+14,263
117
$2.33M 0.12%
52,510
+14,040
118
$2.33M 0.12%
50,545
+24,706
119
$2.3M 0.12%
48,516
+27,372
120
$2.3M 0.12%
41,398
-123
121
$2.28M 0.12%
14,723
+7,621
122
$2.23M 0.12%
55,360
+30,195
123
$2.2M 0.12%
24,474
+10,705
124
$2.2M 0.12%
64,403
+22,829
125
$2.18M 0.12%
13,581
+11,104
3 4
5
6 7