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
176
$3.88M 0.08%
43,986
-319
177
$3.86M 0.08%
36,456
+4,927
178
$3.84M 0.07%
18,619
-772
179
$3.8M 0.07%
6,185
+639
180
$3.8M 0.07%
73,097
+16,888
181
$3.78M 0.07%
48,231
+385
182
$3.77M 0.07%
74,897
+3,754
183
$3.76M 0.07%
19,532
-5,790
184
$3.74M 0.07%
38,285
+2,001
185
$3.7M 0.07%
5,416
+399
186
$3.7M 0.07%
17,388
+1,723
187
$3.69M 0.07%
27,549
+2,189
188
$3.68M 0.07%
60,417
+23,738
189
$3.68M 0.07%
4,456
-14
190
$3.61M 0.07%
24,942
+1,910
191
$3.6M 0.07%
87,243
+19,662
192
$3.58M 0.07%
14,968
+1,621
193
$3.58M 0.07%
59,949
-881
194
$3.58M 0.07%
52,910
+7,382
195
$3.57M 0.07%
21,432
-635
196
$3.56M 0.07%
17,987
+8,799
197
$3.55M 0.07%
25,222
+12,443
198
$3.54M 0.07%
70,100
-1,734
199
$3.53M 0.07%
21,090
+2,073
200
$3.53M 0.07%
3,026
+351
6 7
8
9 10