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
1001
$158K ﹤0.01%
+17,611
1002
$156K ﹤0.01%
11,215
-1,400
1003
$155K ﹤0.01%
15,880
-502
1004
$153K ﹤0.01%
12,004
-9,153
1005
$150K ﹤0.01%
+13,150
1006
$144K ﹤0.01%
14,724
+37
1007
$144K ﹤0.01%
12,024
+48
1008
$143K ﹤0.01%
14,584
-47,768
1009
$139K ﹤0.01%
14,814
-945
1010
$136K ﹤0.01%
32,917
-29,998
1011
$127K ﹤0.01%
29,219
-5,543
1012
$124K ﹤0.01%
16,886
-277
1013
$122K ﹤0.01%
51,269
+12,433
1014
$119K ﹤0.01%
+14,550
1015
$118K ﹤0.01%
10,443
-158
1016
$109K ﹤0.01%
+11,309
1017
$106K ﹤0.01%
22,087
-33,742
1018
$105K ﹤0.01%
13,561
-7,399
1019
$105K ﹤0.01%
10,908
1020
$104K ﹤0.01%
10,515
-12,078
1021
$100K ﹤0.01%
+13,825
1022
$99.5K ﹤0.01%
19,748
-11,942
1023
$95.8K ﹤0.01%
41,134
+3,456
1024
$94.5K ﹤0.01%
+15,440
1025
$89.6K ﹤0.01%
17,062
-6,017
39 40
41
42 43