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
976
$202K ﹤0.01%
+1,885
977
$201K ﹤0.01%
+8,775
978
$201K ﹤0.01%
+2,260
979
$201K ﹤0.01%
+953
980
$200K ﹤0.01%
15,946
-3,993
981
$199K ﹤0.01%
11,692
-1
982
$198K ﹤0.01%
+16,395
983
$197K ﹤0.01%
21,592
-1,508
984
$196K ﹤0.01%
+10,285
985
$189K ﹤0.01%
14,037
-713
986
$187K ﹤0.01%
+13,419
987
$186K ﹤0.01%
+11,980
988
$184K ﹤0.01%
48,547
-32,571
989
$183K ﹤0.01%
30,309
-11,082
990
$179K ﹤0.01%
+10,006
991
$179K ﹤0.01%
29,064
+3,239
992
$179K ﹤0.01%
23,226
-17,879
993
$174K ﹤0.01%
11,659
-6,945
994
$173K ﹤0.01%
80,875
-23,736
995
$171K ﹤0.01%
+11,822
996
$170K ﹤0.01%
11,491
-3,100
997
$170K ﹤0.01%
+10,597
998
$167K ﹤0.01%
+15,764
999
$165K ﹤0.01%
+22,843
1000
$164K ﹤0.01%
15,362
-10,785
38 39
40
41 42