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
726
$427K 0.01%
+18,220
727
$426K 0.01%
2,240
+31
728
$425K 0.01%
10,514
+800
729
$422K 0.01%
24,722
-513
730
$421K 0.01%
319
+3
731
$419K 0.01%
20,644
-10,285
732
$419K 0.01%
11,158
+2,107
733
$418K 0.01%
17,522
+1,304
734
$417K 0.01%
233
-3
735
$416K 0.01%
11,954
736
$415K 0.01%
9,442
-3,342
737
$413K 0.01%
29,523
-2,772
738
$410K 0.01%
47,058
+15,942
739
$407K 0.01%
646
+18
740
$407K 0.01%
1,895
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741
$406K 0.01%
15,077
+1,619
742
$406K 0.01%
10,897
-120
743
$405K 0.01%
58,991
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744
$403K 0.01%
962
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745
$401K 0.01%
1,877
-15
746
$395K 0.01%
2,865
747
$394K 0.01%
49,351
-16
748
$394K 0.01%
9,862
+2,224
749
$393K 0.01%
+20,872
750
$392K 0.01%
+2,832
28 29
30
31 32