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
451
$1.2M 0.02%
15,940
+1,074
452
$1.19M 0.02%
4,383
+1,746
453
$1.18M 0.02%
3,657
-89
454
$1.18M 0.02%
17,835
-23
455
$1.18M 0.02%
21,596
-65
456
$1.17M 0.02%
24,037
-3,922
457
$1.16M 0.02%
6,464
+3
458
$1.15M 0.02%
15,290
+1,915
459
$1.15M 0.02%
7,030
+676
460
$1.14M 0.02%
10,332
+4,540
461
$1.14M 0.02%
5,579
-1,987
462
$1.13M 0.02%
8,785
-1,161
463
$1.13M 0.02%
5,931
+85
464
$1.1M 0.02%
41,391
+27,091
465
$1.1M 0.02%
888
-200
466
$1.1M 0.02%
13,718
-53
467
$1.1M 0.02%
1,938
+115
468
$1.09M 0.02%
11,944
-509
469
$1.09M 0.02%
16,212
+629
470
$1.09M 0.02%
23,846
+14,986
471
$1.09M 0.02%
8,454
+717
472
$1.09M 0.02%
74,456
-6,571
473
$1.08M 0.02%
10,040
+2,279
474
$1.08M 0.02%
33,722
-16,335
475
$1.08M 0.02%
8,657
+781
17 18
19
20 21