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
426
$1.37M 0.03%
21,592
+221
427
$1.36M 0.03%
27,777
+13,862
428
$1.36M 0.03%
3,380
+2,496
429
$1.35M 0.03%
28,539
-5,588
430
$1.34M 0.03%
9,230
+2,541
431
$1.34M 0.03%
20,505
-42
432
$1.31M 0.03%
12,582
+769
433
$1.3M 0.03%
6,492
+787
434
$1.3M 0.03%
32,204
+9,857
435
$1.3M 0.03%
3,698
+444
436
$1.3M 0.03%
55,759
+1,021
437
$1.3M 0.03%
18,439
+8,646
438
$1.29M 0.03%
15,742
-1,683
439
$1.27M 0.02%
6,921
-6
440
$1.27M 0.02%
69,827
-19,535
441
$1.27M 0.02%
14,308
-2,345
442
$1.27M 0.02%
48,745
+32,206
443
$1.26M 0.02%
16,436
+9,654
444
$1.25M 0.02%
21,954
+6,545
445
$1.25M 0.02%
152,321
+6,520
446
$1.24M 0.02%
8,700
-61
447
$1.24M 0.02%
17,657
+143
448
$1.23M 0.02%
174,796
+7,141
449
$1.2M 0.02%
5,821
-27
450
$1.2M 0.02%
19,962
+7,006
16 17
18
19 20