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
951
$216K ﹤0.01%
17,332
-4,657
952
$216K ﹤0.01%
2,304
-434
953
$215K ﹤0.01%
+7,594
954
$214K ﹤0.01%
+9,940
955
$214K ﹤0.01%
+14,544
956
$213K ﹤0.01%
3,249
-1,330
957
$212K ﹤0.01%
+7,755
958
$211K ﹤0.01%
+3,883
959
$211K ﹤0.01%
+13,118
960
$211K ﹤0.01%
+172
961
$211K ﹤0.01%
+2,080
962
$211K ﹤0.01%
+5,264
963
$209K ﹤0.01%
1,595
964
$208K ﹤0.01%
+4,504
965
$208K ﹤0.01%
+4,475
966
$207K ﹤0.01%
+807
967
$206K ﹤0.01%
+6,416
968
$206K ﹤0.01%
8,775
-7,550
969
$204K ﹤0.01%
6,790
-5,223
970
$204K ﹤0.01%
+786
971
$204K ﹤0.01%
+447
972
$204K ﹤0.01%
+4,231
973
$202K ﹤0.01%
+2,053
974
$202K ﹤0.01%
10,010
-498
975
$202K ﹤0.01%
+4,997
37 38
39
40 41