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
926
$234K ﹤0.01%
1,292
-783
927
$233K ﹤0.01%
+1,468
928
$232K ﹤0.01%
+1,160
929
$230K ﹤0.01%
+3,992
930
$230K ﹤0.01%
139,182
931
$228K ﹤0.01%
4,627
-75
932
$228K ﹤0.01%
+14,472
933
$228K ﹤0.01%
19,046
-1,594
934
$227K ﹤0.01%
+4,019
935
$227K ﹤0.01%
+669
936
$227K ﹤0.01%
4,902
-512
937
$226K ﹤0.01%
4,810
-12
938
$225K ﹤0.01%
+1,575
939
$224K ﹤0.01%
+5,965
940
$222K ﹤0.01%
6,345
-1,933
941
$222K ﹤0.01%
2,299
942
$221K ﹤0.01%
2,625
+208
943
$221K ﹤0.01%
+3,417
944
$220K ﹤0.01%
20,978
-905
945
$220K ﹤0.01%
1,715
-236
946
$220K ﹤0.01%
+5,566
947
$219K ﹤0.01%
22,300
+7,112
948
$219K ﹤0.01%
+1,709
949
$218K ﹤0.01%
+1,843
950
$217K ﹤0.01%
2,596
-3,294
36 37
38
39 40