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
701
$470K 0.01%
18,656
-17,150
702
$467K 0.01%
12,627
+3,313
703
$467K 0.01%
4,678
-30
704
$465K 0.01%
+4,367
705
$465K 0.01%
41,907
-3,715
706
$465K 0.01%
10,705
+329
707
$462K 0.01%
6,884
+1,006
708
$458K 0.01%
3,433
+6
709
$456K 0.01%
2,326
+526
710
$455K 0.01%
16,101
-63
711
$454K 0.01%
2,014
+255
712
$452K 0.01%
10,069
713
$448K 0.01%
1,298
+88
714
$448K 0.01%
25,048
715
$443K 0.01%
15,528
+2,300
716
$441K 0.01%
11,847
+117
717
$439K 0.01%
4,657
+995
718
$439K 0.01%
3,709
-917
719
$436K 0.01%
3,847
+28
720
$436K 0.01%
2,011
-669
721
$432K 0.01%
2,185
-18
722
$431K 0.01%
18,569
+5,003
723
$430K 0.01%
1,276
+258
724
$429K 0.01%
14,575
-107
725
$427K 0.01%
1,004
27 28
29
30 31