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
176
$1.54M 0.08%
12,935
+3,451
177
$1.52M 0.08%
5,490
+2,302
178
$1.51M 0.08%
19,842
-722
179
$1.51M 0.08%
48,512
-8,020
180
$1.49M 0.08%
13,266
+5,598
181
$1.48M 0.08%
5,497
+2,459
182
$1.45M 0.08%
+8,024
183
$1.45M 0.08%
9,769
+5,317
184
$1.45M 0.08%
6,211
+4,139
185
$1.43M 0.08%
8,853
+4,249
186
$1.39M 0.07%
3,356
-79
187
$1.39M 0.07%
16,645
+13,364
188
$1.37M 0.07%
20,165
+8,879
189
$1.37M 0.07%
9,147
+4,782
190
$1.36M 0.07%
20,666
+1,400
191
$1.36M 0.07%
7,832
-6,583
192
$1.35M 0.07%
12,535
+7,461
193
$1.35M 0.07%
22,464
+7,404
194
$1.34M 0.07%
7,379
+3,427
195
$1.32M 0.07%
+65,795
196
$1.31M 0.07%
+21,659
197
$1.29M 0.07%
4,234
+1,305
198
$1.29M 0.07%
27,780
-1,567
199
$1.29M 0.07%
43,700
+9,916
200
$1.28M 0.07%
43,613
+2,733
6 7
8
9 10