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
526
$905K 0.02%
9,320
-296
527
$904K 0.02%
4,330
-1
528
$903K 0.02%
3,072
529
$898K 0.02%
19,919
-2,977
530
$895K 0.02%
363,761
+221,629
531
$889K 0.02%
37,643
-301
532
$882K 0.02%
122,825
-14,840
533
$872K 0.02%
10,913
+329
534
$871K 0.02%
18,062
+44
535
$868K 0.02%
7,178
-4,887
536
$866K 0.02%
59,159
+35,413
537
$851K 0.02%
40,199
+6,310
538
$847K 0.02%
83,844
+7,978
539
$846K 0.02%
10,382
-7,264
540
$843K 0.02%
3,235
-19
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$840K 0.02%
5,015
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542
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3,686
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543
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25,402
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544
$830K 0.02%
29,301
-118
545
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58,981
-22,960
546
$828K 0.02%
2,488
+7
547
$824K 0.02%
65,824
+44,391
548
$824K 0.02%
14,512
+2,380
549
$814K 0.02%
9,285
+776
550
$813K 0.02%
+9,631
20 21
22
23 24