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
476
$1.07M 0.02%
2,540
+202
477
$1.07M 0.02%
18,420
+4,784
478
$1.06M 0.02%
5,671
-148
479
$1.06M 0.02%
3,232
+396
480
$1.06M 0.02%
37,945
-21,285
481
$1.06M 0.02%
6,994
+2,293
482
$1.06M 0.02%
3,286
+1,499
483
$1.06M 0.02%
34,620
+26,539
484
$1.06M 0.02%
11,218
-622
485
$1.05M 0.02%
20,154
+2,675
486
$1.04M 0.02%
8,591
-311
487
$1.04M 0.02%
50,663
+15,850
488
$1.04M 0.02%
11,681
+899
489
$1.04M 0.02%
103,421
-1,319
490
$1.03M 0.02%
30,280
+4,710
491
$1.03M 0.02%
16,208
+1,643
492
$1.03M 0.02%
2,382
+27
493
$1.03M 0.02%
5,880
-2
494
$1.03M 0.02%
15,293
+2,180
495
$1.02M 0.02%
15,805
-6
496
$1.02M 0.02%
+23,109
497
$1.01M 0.02%
9,802
+778
498
$1.01M 0.02%
5,370
+1,949
499
$1.01M 0.02%
3,134
+110
500
$1.01M 0.02%
28,899
+7,683
18 19
20
21 22