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
351
$1.84M 0.04%
10,030
+76
352
$1.84M 0.04%
319,509
+148,827
353
$1.84M 0.04%
38,753
+16,221
354
$1.82M 0.04%
26,903
-1,112
355
$1.82M 0.04%
89,656
-7,827
356
$1.81M 0.04%
6,442
+1,665
357
$1.81M 0.04%
66,374
+8,170
358
$1.81M 0.04%
13,769
+673
359
$1.79M 0.03%
27,820
+9,621
360
$1.79M 0.03%
18,543
+5,489
361
$1.79M 0.03%
26,692
+644
362
$1.79M 0.03%
8,401
+1,163
363
$1.78M 0.03%
27,392
+17,616
364
$1.78M 0.03%
24,078
-23
365
$1.77M 0.03%
+72,153
366
$1.77M 0.03%
147,356
+102,770
367
$1.76M 0.03%
60,053
+14,752
368
$1.74M 0.03%
9,016
-44
369
$1.74M 0.03%
6,009
-2,417
370
$1.73M 0.03%
12,265
-3,725
371
$1.72M 0.03%
275,180
-5,013
372
$1.72M 0.03%
5,851
+354
373
$1.71M 0.03%
26,357
+1,214
374
$1.7M 0.03%
10,105
+222
375
$1.67M 0.03%
9,831
+4,064
13 14
15
16 17