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
751
$391K 0.01%
785
+165
752
$391K 0.01%
4,441
-33
753
$390K 0.01%
1,218
754
$387K 0.01%
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755
$387K 0.01%
9,864
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756
$386K 0.01%
3,417
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757
$385K 0.01%
+3,530
758
$385K 0.01%
4,291
-2,131
759
$385K 0.01%
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760
$382K 0.01%
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761
$380K 0.01%
6,469
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762
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18,681
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763
$377K 0.01%
9,617
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764
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765
$375K 0.01%
19,431
+4,096
766
$374K 0.01%
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$372K 0.01%
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771
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28,969
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1,154
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$366K 0.01%
3,823
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774
$366K 0.01%
28,090
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775
$365K 0.01%
34,749
-162
29 30
31
32 33