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
101
$6.15M 0.12%
29,944
-208
102
$6.14M 0.12%
67,672
+729
103
$6.08M 0.12%
218,695
+49,435
104
$6.08M 0.12%
79,186
-186
105
$6.05M 0.12%
91,269
+679
106
$6.04M 0.12%
30,069
+2,747
107
$5.95M 0.12%
145,117
+886
108
$5.92M 0.12%
66,788
-775
109
$5.86M 0.11%
51,149
+3,847
110
$5.81M 0.11%
120,251
+42,262
111
$5.75M 0.11%
184,658
-1,591
112
$5.74M 0.11%
22,830
+1,573
113
$5.69M 0.11%
35,783
+2,613
114
$5.55M 0.11%
8,685
+7,773
115
$5.54M 0.11%
77,424
+783
116
$5.49M 0.11%
77,220
+32,802
117
$5.42M 0.11%
34,923
+3,047
118
$5.4M 0.11%
217,364
-12,500
119
$5.34M 0.1%
133,717
+539
120
$5.27M 0.1%
201,892
+11,025
121
$5.24M 0.1%
41,270
+11,957
122
$5.16M 0.1%
34,995
+642
123
$5.14M 0.1%
1,198
+19
124
$5.12M 0.1%
35,168
-1,114
125
$5.08M 0.1%
27,223
-520
3 4
5
6 7