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
376
$1.66M 0.03%
2,722
+327
377
$1.66M 0.03%
10,309
+6,765
378
$1.65M 0.03%
+5,052
379
$1.64M 0.03%
11,680
+5,604
380
$1.63M 0.03%
2,156
+245
381
$1.63M 0.03%
11,582
-178
382
$1.63M 0.03%
1,709
+54
383
$1.63M 0.03%
5,832
+838
384
$1.63M 0.03%
12,331
+1,002
385
$1.63M 0.03%
6,626
+343
386
$1.62M 0.03%
20,394
-424
387
$1.61M 0.03%
5,940
+485
388
$1.6M 0.03%
34,071
+2,451
389
$1.6M 0.03%
21,728
-553
390
$1.59M 0.03%
8,105
+1,281
391
$1.58M 0.03%
5,732
+2,382
392
$1.57M 0.03%
31,128
-1,153
393
$1.57M 0.03%
5,146
+3,592
394
$1.57M 0.03%
1,894
+784
395
$1.56M 0.03%
27,225
-2,750
396
$1.56M 0.03%
10,495
-1,800
397
$1.55M 0.03%
3,301
-104
398
$1.54M 0.03%
51,004
+845
399
$1.53M 0.03%
11,498
-1,218
400
$1.53M 0.03%
30,039
-768
14 15
16
17 18