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
651
$561K 0.01%
4,138
-478
652
$560K 0.01%
19,999
+10,956
653
$556K 0.01%
3,658
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3,794
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6,583
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656
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+13,015
657
$549K 0.01%
13,110
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658
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-8
659
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660
$541K 0.01%
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661
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1,600
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662
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10,018
-5,266
663
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2,393
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664
$535K 0.01%
4,269
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665
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12,268
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666
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667
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66,042
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668
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32,850
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669
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715
670
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12,250
671
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2,978
-46
672
$522K 0.01%
5,596
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673
$521K 0.01%
6,196
-1,221
674
$520K 0.01%
2,232
-416
675
$516K 0.01%
6,465
-5,805
25 26
27
28 29