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
501
$1M 0.02%
19,899
-5,091
502
$1,000K 0.02%
7,305
-5,688
503
$998K 0.02%
39,580
+404
504
$994K 0.02%
7,650
+1,414
505
$985K 0.02%
+80,813
506
$984K 0.02%
50,442
-624
507
$970K 0.02%
4,074
+275
508
$968K 0.02%
+11,637
509
$966K 0.02%
10,756
-2,036
510
$964K 0.02%
41,914
+9,531
511
$956K 0.02%
67,406
+10,774
512
$955K 0.02%
3,490
+900
513
$951K 0.02%
22,121
-10,641
514
$945K 0.02%
3,983
+955
515
$941K 0.02%
2,912
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516
$940K 0.02%
28,029
+1,529
517
$937K 0.02%
54,271
-13,784
518
$934K 0.02%
19,629
-70
519
$934K 0.02%
+84,515
520
$931K 0.02%
30,987
-3,138
521
$929K 0.02%
17,768
+1,793
522
$916K 0.02%
146,284
+76,758
523
$909K 0.02%
1,850
+7
524
$908K 0.02%
13,751
-1,423
525
$907K 0.02%
19,379
+210
19 20
21
22 23