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
301
$2.24M 0.04%
4,493
-362
302
$2.24M 0.04%
+92,845
303
$2.22M 0.04%
2,967
+915
304
$2.21M 0.04%
8,687
+12
305
$2.2M 0.04%
70,061
-11,849
306
$2.19M 0.04%
38,998
+2,827
307
$2.18M 0.04%
5,164
+145
308
$2.18M 0.04%
4,009
+75
309
$2.17M 0.04%
26,069
-390
310
$2.16M 0.04%
7,205
+317
311
$2.16M 0.04%
22,764
+2,728
312
$2.15M 0.04%
6,656
+848
313
$2.15M 0.04%
9,832
+51
314
$2.14M 0.04%
38,473
+15,393
315
$2.13M 0.04%
167,419
+16,160
316
$2.13M 0.04%
198,582
+5,267
317
$2.11M 0.04%
126,194
-1,141
318
$2.1M 0.04%
8,504
-617
319
$2.09M 0.04%
10,356
-278
320
$2.08M 0.04%
19,128
-1,871
321
$2.06M 0.04%
24,402
+13,024
322
$2.05M 0.04%
30,107
-1,088
323
$2.04M 0.04%
68,745
+4,441
324
$2.03M 0.04%
77,796
+677
325
$2.03M 0.04%
5,236
+1,393
11 12
13
14 15