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
801
$338K 0.01%
+14,462
802
$335K 0.01%
+11,208
803
$334K 0.01%
8,979
+2,355
804
$334K 0.01%
7,690
-1,002
805
$333K 0.01%
+783
806
$333K 0.01%
1,494
807
$333K 0.01%
52,889
+16,497
808
$331K 0.01%
11,399
-2,338
809
$331K 0.01%
12,923
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810
$329K 0.01%
7,095
811
$327K 0.01%
7,797
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812
$327K 0.01%
4,300
+50
813
$326K 0.01%
4,843
-1,681
814
$321K 0.01%
1,396
+15
815
$321K 0.01%
115,392
+78,142
816
$320K 0.01%
4,983
817
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818
$318K 0.01%
4,337
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819
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820
$317K 0.01%
1,182
-173
821
$313K 0.01%
+5,426
822
$312K 0.01%
2,406
823
$312K 0.01%
+20,740
824
$311K 0.01%
+17,098
825
$310K 0.01%
8,434
-1,577
31 32
33
34 35