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
51
$11.2M 0.22%
93,380
+5,840
52
$11.1M 0.22%
72,206
-7,636
53
$11.1M 0.21%
23,041
+855
54
$10.8M 0.21%
210,199
+11,646
55
$10.8M 0.21%
38,536
+945
56
$10.4M 0.2%
30,226
-935
57
$10.4M 0.2%
13,405
-68
58
$10.1M 0.2%
43,725
+2,113
59
$10.1M 0.2%
46,650
+16,875
60
$10M 0.19%
228,066
+22,650
61
$9.96M 0.19%
140,354
+7,535
62
$9.81M 0.19%
86,994
+4,671
63
$9.74M 0.19%
73,012
+2,584
64
$9.69M 0.19%
503,437
+34
65
$9.1M 0.18%
44,698
+926
66
$8.65M 0.17%
48,415
+2,349
67
$8.44M 0.16%
63,883
+2,589
68
$8.33M 0.16%
100,428
+2,080
69
$8.32M 0.16%
73,486
+28,477
70
$8.3M 0.16%
11
71
$8.28M 0.16%
13,523
+3,723
72
$8.16M 0.16%
153,742
-10,244
73
$8.12M 0.16%
10,192
+709
74
$7.99M 0.16%
282,767
+20,694
75
$7.85M 0.15%
58,608
-7,270
1 2
3
4 5