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
851
$285K 0.01%
4,745
-32
852
$284K 0.01%
+2,877
853
$284K 0.01%
+5,432
854
$284K 0.01%
3,904
+46
855
$284K 0.01%
3,755
+71
856
$282K 0.01%
+2,131
857
$282K 0.01%
+3,439
858
$282K 0.01%
+5,305
859
$282K 0.01%
107,112
-25,955
860
$281K 0.01%
805
+14
861
$281K 0.01%
+3,119
862
$280K 0.01%
30,248
-9,929
863
$280K 0.01%
3,738
-23
864
$279K 0.01%
28,706
-18,956
865
$278K 0.01%
1,333
-1,524
866
$278K 0.01%
1,567
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867
$277K 0.01%
+18,951
868
$276K 0.01%
+2,131
869
$276K 0.01%
31,837
-13,866
870
$276K 0.01%
39,303
-9,054
871
$275K 0.01%
2,924
-9
872
$275K 0.01%
11,684
-42
873
$273K 0.01%
3,668
+1,276
874
$273K 0.01%
16,242
-1,992
875
$273K 0.01%
+4,594
33 34
35
36 37