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
201
$3.48M 0.07%
59,401
-2,011
202
$3.48M 0.07%
83,157
-1,156
203
$3.48M 0.07%
37,893
+6,003
204
$3.43M 0.07%
24,447
+8,774
205
$3.43M 0.07%
67,659
-2,533
206
$3.4M 0.07%
35,987
+2,329
207
$3.38M 0.07%
9,764
-2,022
208
$3.37M 0.07%
150,793
+441
209
$3.36M 0.07%
82,994
-9,562
210
$3.36M 0.07%
14,164
-410
211
$3.35M 0.07%
16,523
-1,125
212
$3.35M 0.07%
30,710
213
$3.34M 0.07%
6,893
+1,809
214
$3.33M 0.06%
42,847
+520
215
$3.3M 0.06%
72,221
+219
216
$3.24M 0.06%
178,434
-13,271
217
$3.22M 0.06%
+10,823
218
$3.21M 0.06%
38,003
+1,627
219
$3.17M 0.06%
89,389
+1,646
220
$3.16M 0.06%
6,443
+414
221
$3.14M 0.06%
3,296
-214
222
$3.1M 0.06%
158,045
+24,976
223
$3.1M 0.06%
10,016
+181
224
$3.09M 0.06%
16,013
+7
225
$3.07M 0.06%
87,684
+1,422
7 8
9
10 11