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
26
$28M 0.54%
38,112
+2,947
27
$27.7M 0.54%
259,087
+4,770
28
$24.7M 0.48%
581,361
+3,141
29
$23.9M 0.46%
53,666
+3,423
30
$23.6M 0.46%
228,597
+8,639
31
$23M 0.45%
67,302
+2,016
32
$22.5M 0.44%
44,850
+107
33
$21.6M 0.42%
76,866
+2,191
34
$19.8M 0.39%
21,411
-120
35
$19.1M 0.37%
68,345
+844
36
$17.6M 0.34%
23,016
+877
37
$17.2M 0.33%
144,818
+3,089
38
$15.6M 0.3%
84,380
+11,547
39
$14.9M 0.29%
154,273
+6,163
40
$14.4M 0.28%
240,165
-9,523
41
$14.1M 0.28%
127,453
+12,287
42
$13M 0.25%
101,506
+841
43
$12.3M 0.24%
120,888
+30,418
44
$12.3M 0.24%
185,444
+6,067
45
$12.2M 0.24%
18,820
-1,530
46
$12.2M 0.24%
101,668
+25,723
47
$12M 0.23%
21,060
+1,281
48
$11.6M 0.23%
28,624
+3,871
49
$11.5M 0.22%
71,008
-9,985
50
$11.3M 0.22%
46,014
-8,231
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