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
551
$811K 0.02%
13,604
-10,698
552
$804K 0.02%
11,526
+2,134
553
$797K 0.02%
36,401
+15,038
554
$794K 0.02%
48,805
-85
555
$776K 0.02%
7,477
-1,109
556
$770K 0.02%
59,772
+28,065
557
$770K 0.02%
85,901
+69,300
558
$767K 0.01%
13,036
-2,464
559
$766K 0.01%
+6,377
560
$765K 0.01%
5,757
-265
561
$763K 0.01%
3,363
-371
562
$761K 0.01%
+28,801
563
$756K 0.01%
112,780
-716
564
$754K 0.01%
+91,609
565
$751K 0.01%
10,366
566
$747K 0.01%
+46,920
567
$746K 0.01%
23,042
+1,446
568
$745K 0.01%
1,510
+124
569
$744K 0.01%
3,907
+451
570
$740K 0.01%
+4,376
571
$739K 0.01%
+23,391
572
$739K 0.01%
180,157
+24,115
573
$731K 0.01%
5,219
-169
574
$730K 0.01%
2,120
-621
575
$723K 0.01%
33,478
+1,595
21 22
23
24 25