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
251
$2.7M 0.05%
18,866
+2,306
252
$2.7M 0.05%
20,470
+3,937
253
$2.7M 0.05%
40,003
-5,427
254
$2.69M 0.05%
330,354
+108,972
255
$2.68M 0.05%
5,864
+281
256
$2.68M 0.05%
76,353
+21,083
257
$2.67M 0.05%
26,703
+7,083
258
$2.67M 0.05%
27,618
+8,234
259
$2.66M 0.05%
15,777
+3,212
260
$2.62M 0.05%
78,646
-3,774
261
$2.62M 0.05%
33,404
-4,442
262
$2.61M 0.05%
75,881
+39,531
263
$2.61M 0.05%
6,060
-22
264
$2.6M 0.05%
314,913
+11,375
265
$2.59M 0.05%
41,115
+7,696
266
$2.58M 0.05%
41,610
-13
267
$2.55M 0.05%
42,830
+8,281
268
$2.55M 0.05%
18,609
+16,315
269
$2.54M 0.05%
17,949
-836
270
$2.54M 0.05%
22,658
+2,704
271
$2.54M 0.05%
5,676
+43
272
$2.54M 0.05%
186,163
+17,267
273
$2.53M 0.05%
9,484
+487
274
$2.51M 0.05%
26,298
+2,227
275
$2.5M 0.05%
25,331
+1,752
9 10
11
12 13