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
876
$273K 0.01%
+5,929
877
$273K 0.01%
1,939
-585
878
$272K 0.01%
17,423
+6,630
879
$271K 0.01%
19,165
+1,404
880
$271K 0.01%
+1,860
881
$270K 0.01%
+59,030
882
$269K 0.01%
2,804
883
$268K 0.01%
5,814
884
$266K 0.01%
5,311
+1
885
$266K 0.01%
446
+28
886
$265K 0.01%
2,212
-750
887
$262K 0.01%
17,417
+6,948
888
$262K 0.01%
+7,807
889
$261K 0.01%
1,107
+7
890
$261K 0.01%
224,902
+90,247
891
$260K 0.01%
+7,978
892
$260K 0.01%
+3,206
893
$260K 0.01%
+7,897
894
$260K 0.01%
10,302
-10,348
895
$259K 0.01%
2,837
-72
896
$258K 0.01%
17,571
-16,383
897
$258K 0.01%
+2,033
898
$258K 0.01%
15,100
899
$257K 0.01%
5,226
900
$257K 0.01%
+2,900
34 35
36
37 38