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
126
$2.15M 0.11%
22,368
+11,176
127
$2.14M 0.11%
50,220
+2,771
128
$2.13M 0.11%
12,787
+6,354
129
$2.1M 0.11%
4,144
+1,344
130
$2.09M 0.11%
15,454
+2,085
131
$2.01M 0.11%
92,965
+14,113
132
$2M 0.11%
38,974
-13,495
133
$2M 0.11%
12,149
134
$2M 0.11%
+20,592
135
$1.99M 0.11%
32,070
+27,197
136
$1.98M 0.11%
79,091
-2,110
137
$1.96M 0.1%
47,071
-4,007
138
$1.88M 0.1%
32,589
-14,482
139
$1.87M 0.1%
30,550
+15,378
140
$1.86M 0.1%
4,802
+2,610
141
$1.83M 0.1%
5,569
+399
142
$1.81M 0.1%
28,549
+6,022
143
$1.78M 0.09%
88,854
-19,364
144
$1.77M 0.09%
6,383
+1,873
145
$1.76M 0.09%
11,893
+6,445
146
$1.74M 0.09%
21,584
+14,964
147
$1.73M 0.09%
39,897
+9,538
148
$1.7M 0.09%
7,591
+2,853
149
$1.69M 0.09%
56,744
+19,322
150
$1.66M 0.09%
5,031
+2,044
4 5
6
7 8