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
151
$4.38M 0.09%
9,202
+6,317
152
$4.38M 0.09%
29,488
+1,552
153
$4.38M 0.09%
61,305
-336
154
$4.38M 0.09%
8,764
-69
155
$4.37M 0.09%
32,474
+2,587
156
$4.32M 0.08%
13,000
+1,144
157
$4.27M 0.08%
26,382
+3,036
158
$4.26M 0.08%
530
+367
159
$4.26M 0.08%
209,616
-12,350
160
$4.19M 0.08%
22,760
+5,635
161
$4.18M 0.08%
398,805
+11,641
162
$4.14M 0.08%
49,931
+39
163
$4.13M 0.08%
26,210
+10,166
164
$4.11M 0.08%
11,661
-5,462
165
$4.08M 0.08%
15,623
+97
166
$4.07M 0.08%
28,861
+280
167
$4.06M 0.08%
254,813
+64,194
168
$4.06M 0.08%
73,182
-27,835
169
$4.03M 0.08%
+47,396
170
$4M 0.08%
368,522
+53,801
171
$3.96M 0.08%
139,630
+23,377
172
$3.96M 0.08%
28,733
-201
173
$3.95M 0.08%
3,663
-20
174
$3.94M 0.08%
13,974
-73
175
$3.92M 0.08%
12,555
-197
5 6
7
8 9