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
1051
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1052
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1053
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1054
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1055
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1056
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1057
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1058
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1059
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1060
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1061
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1062
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1063
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1064
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1065
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1066
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1067
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1068
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1069
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1070
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1071
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1072
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1073
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1074
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1075
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