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
776
$364K 0.01%
5,961
-20
777
$364K 0.01%
6,628
-522
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$364K 0.01%
11,235
-4,097
779
$363K 0.01%
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-178
780
$362K 0.01%
+1,256
781
$360K 0.01%
1,208
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782
$358K 0.01%
6,404
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$356K 0.01%
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784
$355K 0.01%
12,288
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785
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+18,953
787
$354K 0.01%
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788
$353K 0.01%
12,645
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$351K 0.01%
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$351K 0.01%
7,970
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791
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795
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796
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797
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798
$340K 0.01%
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799
$339K 0.01%
2,072
-206
800
$338K 0.01%
21,623
+6,179
30 31
32
33 34