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
401
$1.52M 0.03%
21,102
+594
402
$1.52M 0.03%
11,969
-2,866
403
$1.51M 0.03%
26,635
+19,202
404
$1.51M 0.03%
6,148
+281
405
$1.51M 0.03%
2,657
+1,790
406
$1.51M 0.03%
6,908
+589
407
$1.5M 0.03%
5,216
+76
408
$1.5M 0.03%
15,537
-346
409
$1.49M 0.03%
8,385
+1,451
410
$1.49M 0.03%
22,650
-5,714
411
$1.47M 0.03%
4,479
+254
412
$1.45M 0.03%
7,429
-1,209
413
$1.45M 0.03%
17,151
-705
414
$1.44M 0.03%
39,854
+6,275
415
$1.44M 0.03%
14,238
-5,020
416
$1.43M 0.03%
3,653
-9
417
$1.43M 0.03%
14,501
-4,000
418
$1.43M 0.03%
21,878
-8
419
$1.41M 0.03%
10,849
-11
420
$1.41M 0.03%
15,588
-117
421
$1.4M 0.03%
601
+14
422
$1.39M 0.03%
44,470
-114
423
$1.39M 0.03%
10,621
+3,073
424
$1.37M 0.03%
72,111
+5,967
425
$1.37M 0.03%
12,448
+6,090
15 16
17
18 19