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
326
$2.02M 0.04%
33,463
-4,533
327
$2.02M 0.04%
4,865
-32
328
$2.01M 0.04%
14,252
-3,384
329
$2M 0.04%
9,776
-96
330
$1.99M 0.04%
8,078
-751
331
$1.99M 0.04%
16,319
-5,651
332
$1.99M 0.04%
3,642
+358
333
$1.99M 0.04%
11,686
+714
334
$1.98M 0.04%
329,289
-5,310
335
$1.97M 0.04%
45,599
-22,605
336
$1.96M 0.04%
118,782
+28,364
337
$1.95M 0.04%
16,969
+5,847
338
$1.94M 0.04%
13,675
-957
339
$1.94M 0.04%
9,790
+1,463
340
$1.9M 0.04%
21,304
-2,872
341
$1.87M 0.04%
15,139
+2,736
342
$1.87M 0.04%
13,540
-892
343
$1.87M 0.04%
18,569
-2,223
344
$1.87M 0.04%
5,251
-670
345
$1.86M 0.04%
22,611
+3,991
346
$1.86M 0.04%
11,975
+943
347
$1.85M 0.04%
61,742
-6,892
348
$1.85M 0.04%
7,103
+1,278
349
$1.85M 0.04%
63,535
-1,130
350
$1.85M 0.04%
44,066
+8,209
12 13
14
15 16