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
276
$2.5M 0.05%
197,620
+11,855
277
$2.5M 0.05%
470,767
+273,782
278
$2.49M 0.05%
6,741
-53
279
$2.46M 0.05%
22,695
+3,488
280
$2.46M 0.05%
11,391
+645
281
$2.45M 0.05%
8,663
-175
282
$2.44M 0.05%
5,340
-309
283
$2.44M 0.05%
22,619
+1,754
284
$2.38M 0.05%
80,313
+2,172
285
$2.37M 0.05%
11,658
-453
286
$2.35M 0.05%
42,483
+2,347
287
$2.35M 0.05%
33,551
-316
288
$2.34M 0.05%
18,908
+1,742
289
$2.33M 0.05%
77,249
+1,147
290
$2.33M 0.05%
7,432
-863
291
$2.33M 0.05%
19,867
-812
292
$2.31M 0.04%
18,053
-621
293
$2.31M 0.04%
214,111
+32,777
294
$2.29M 0.04%
14,107
295
$2.29M 0.04%
+4,373
296
$2.28M 0.04%
253,294
+20,234
297
$2.27M 0.04%
11,861
-3,983
298
$2.26M 0.04%
26,658
-1,493
299
$2.26M 0.04%
26,906
+410
300
$2.25M 0.04%
9,811
+100
10 11
12
13 14