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
151
$1.66M 0.09%
7,042
+4,181
152
$1.65M 0.09%
33,088
+2,657
153
$1.64M 0.09%
146,296
+49,618
154
$1.63M 0.09%
+4,085
155
$1.63M 0.09%
18,901
+11,303
156
$1.62M 0.09%
5,536
+590
157
$1.62M 0.09%
34,500
+23,145
158
$1.62M 0.09%
16,278
+7,348
159
$1.62M 0.09%
7,980
+6,464
160
$1.6M 0.08%
3,875
+1,881
161
$1.59M 0.08%
36,323
+20,856
162
$1.59M 0.08%
4,761
+913
163
$1.59M 0.08%
93,717
-2,222
164
$1.58M 0.08%
7,790
+2,373
165
$1.58M 0.08%
7,520
-38
166
$1.57M 0.08%
35,789
-55,205
167
$1.57M 0.08%
14,979
-16,429
168
$1.57M 0.08%
34,066
+19,774
169
$1.57M 0.08%
5,845
+3,642
170
$1.56M 0.08%
99,878
+23,777
171
$1.56M 0.08%
50,834
-5,130
172
$1.56M 0.08%
585,384
+335,929
173
$1.56M 0.08%
19,015
+8,542
174
$1.54M 0.08%
21,491
+15,082
175
$1.54M 0.08%
115,662
-15,348
5 6
7
8 9