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
626
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4,180
-480
627
$602K 0.01%
1,382
+1
628
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15,027
-3,574
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631
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2,153
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632
$589K 0.01%
13,548
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633
$588K 0.01%
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634
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635
$587K 0.01%
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636
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13,734
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637
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638
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639
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645
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2,289
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648
$566K 0.01%
9,475
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649
$563K 0.01%
4,681
650
$563K 0.01%
785
-62
24 25
26
27 28