RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.76B
1-Year Est. Return 24.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.14B
AUM Growth
+$614M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,126
New
Increased
Reduced
Closed

Top Buys

1
+$20.3M
2
+$12.6M
3
+$7.92M
4
NVDA icon
NVIDIA
NVDA
+$7.76M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$7.66M

Top Sells

1
+$1.96M
2
+$1.68M
3
+$1.66M
4
NVO icon
Novo Nordisk
NVO
+$1.63M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$1.54M

Sector Composition

1 Technology 12.94%
2 Financials 8.52%
3 Consumer Discretionary 5.2%
4 Industrials 4.55%
5 Healthcare 4.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.06M 0.06%
14,273
+3
227
$3.06M 0.06%
12,963
+3,500
228
$3.03M 0.06%
24,984
-273
229
$3.03M 0.06%
4,926
+380
230
$3.02M 0.06%
27,051
-816
231
$3.02M 0.06%
87,625
+14,597
232
$3.02M 0.06%
26,334
+203
233
$3.01M 0.06%
97,645
+20,715
234
$3M 0.06%
117,836
+28,828
235
$2.99M 0.06%
27,032
-10,746
236
$2.98M 0.06%
94,438
+19,145
237
$2.98M 0.06%
6,265
+367
238
$2.93M 0.06%
17,147
+2,356
239
$2.92M 0.06%
43,719
+11,060
240
$2.89M 0.06%
46,284
-893
241
$2.89M 0.06%
13,387
+231
242
$2.88M 0.06%
54,524
-17,210
243
$2.86M 0.06%
29,137
-11,736
244
$2.85M 0.06%
19,484
-3,241
245
$2.81M 0.05%
37,209
+2,170
246
$2.79M 0.05%
113,794
+4,951
247
$2.78M 0.05%
17,975
-2,365
248
$2.76M 0.05%
21,766
-2,112
249
$2.75M 0.05%
34,426
-200
250
$2.71M 0.05%
7,230
+492
8 9
10
11 12