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
76
$7.77M 0.15%
32,860
+6,153
77
$7.64M 0.15%
45,646
+2,888
78
$7.49M 0.15%
25,524
+779
79
$7.47M 0.15%
27,937
-71
80
$7.46M 0.15%
643,452
+95,088
81
$7.38M 0.14%
150,568
+102,404
82
$7.36M 0.14%
255,751
+44,113
83
$7.35M 0.14%
10,226
-1,465
84
$7.28M 0.14%
24,184
+1,083
85
$7.22M 0.14%
296,128
+4,059
86
$7.16M 0.14%
165,452
+63,428
87
$7.05M 0.14%
74,049
+7,933
88
$7.03M 0.14%
4,696
+254
89
$7.01M 0.14%
69,291
+1,788
90
$6.98M 0.14%
146,252
-635
91
$6.98M 0.14%
83,317
+4,597
92
$6.68M 0.13%
97,653
+18,333
93
$6.66M 0.13%
13,960
+1,001
94
$6.65M 0.13%
187,926
-2,755
95
$6.56M 0.13%
85,472
+1,786
96
$6.44M 0.13%
35,290
+2,543
97
$6.41M 0.12%
149,291
+1,303
98
$6.39M 0.12%
70,261
+3,408
99
$6.2M 0.12%
17,953
+3,943
100
$6.15M 0.12%
113,571
-2,160
2 3
4
5 6