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
201
$1.26M 0.07%
19,915
+16,410
202
$1.25M 0.07%
4,531
-966
203
$1.25M 0.07%
10,725
+4,986
204
$1.23M 0.07%
48,078
-6,224
205
$1.23M 0.07%
49,448
-23,891
206
$1.22M 0.06%
25,697
-5,085
207
$1.2M 0.06%
13,288
+10,914
208
$1.18M 0.06%
27,013
+1,122
209
$1.18M 0.06%
8,019
+1,605
210
$1.18M 0.06%
+84,261
211
$1.17M 0.06%
49,007
+26,585
212
$1.17M 0.06%
8,768
+3,802
213
$1.17M 0.06%
9,385
+5,880
214
$1.17M 0.06%
182,496
-14,452
215
$1.16M 0.06%
43,458
+11,474
216
$1.15M 0.06%
15,085
+1,766
217
$1.15M 0.06%
36,296
-2,772
218
$1.13M 0.06%
14,238
+9,880
219
$1.12M 0.06%
+11,965
220
$1.12M 0.06%
12,755
+2,993
221
$1.11M 0.06%
47,854
+14,087
222
$1.11M 0.06%
18,501
223
$1.09M 0.06%
6,670
+250
224
$1.09M 0.06%
+6,990
225
$1.08M 0.06%
1,567
+858
7 8
9
10 11