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
901
$255K 0.01%
+1,878
902
$254K ﹤0.01%
+1,398
903
$254K ﹤0.01%
1,704
-1,816
904
$253K ﹤0.01%
1,077
-300
905
$251K ﹤0.01%
+2,897
906
$250K ﹤0.01%
34,414
907
$250K ﹤0.01%
+1,887
908
$249K ﹤0.01%
+1,352
909
$247K ﹤0.01%
+11,252
910
$247K ﹤0.01%
2,322
-789
911
$246K ﹤0.01%
2,212
-247
912
$246K ﹤0.01%
+17,427
913
$245K ﹤0.01%
+7,904
914
$245K ﹤0.01%
17,019
-9,651
915
$243K ﹤0.01%
+5,804
916
$243K ﹤0.01%
3,297
+11
917
$242K ﹤0.01%
+3,935
918
$242K ﹤0.01%
+71,962
919
$242K ﹤0.01%
5,409
-121
920
$241K ﹤0.01%
+4,724
921
$240K ﹤0.01%
497
922
$238K ﹤0.01%
2,380
-551
923
$235K ﹤0.01%
4,705
-301
924
$235K ﹤0.01%
+2,102
925
$235K ﹤0.01%
+6,294
35 36
37
38 39