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
826
$309K 0.01%
1,726
+19
827
$308K 0.01%
3,786
-273
828
$306K 0.01%
17,995
-9,670
829
$305K 0.01%
32,548
-49,664
830
$303K 0.01%
12,449
-10,810
831
$302K 0.01%
+23,585
832
$302K 0.01%
19,144
+963
833
$301K 0.01%
12,595
-4,780
834
$300K 0.01%
4,109
835
$300K 0.01%
4,906
+724
836
$299K 0.01%
2,103
-15
837
$296K 0.01%
2,949
-348
838
$295K 0.01%
5,185
-56
839
$294K 0.01%
5,010
-191
840
$293K 0.01%
+20,773
841
$293K 0.01%
2,942
+227
842
$292K 0.01%
12,001
-10,702
843
$291K 0.01%
7,964
-933
844
$290K 0.01%
+1,922
845
$290K 0.01%
+42,581
846
$289K 0.01%
6,914
+36
847
$289K 0.01%
6,672
+1,120
848
$289K 0.01%
+22,408
849
$286K 0.01%
1,391
+13
850
$285K 0.01%
12,916
-3,776
32 33
34
35 36