RWM
Ritholtz Wealth Management Portfolio holdings
AUM
$5.48B
1-Year Est. Return
23.54%
This Fund
S&P 500
1 Year Est. Return
+23.54%
AUM
$5.48B
AUM Growth
+$335M
(+6.5%)
Holding
1,182
Top Buys
| 1 | +$19.7M | |
| 2 | +$18.2M | |
| 3 | +$12.9M | |
| 4 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
+$11.3M |
| 5 |
Apple
AAPL
|
+$6.31M |
Top Sells
| 1 | +$6.72M | |
| 2 | +$6.08M | |
| 3 | +$5.33M | |
| 4 |
W.W. Grainger
GWW
|
+$2.64M |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$2.58M |
Sector Composition
| 1 | Technology | 12.7% |
| 2 | Financials | 9.11% |
| 3 | Consumer Discretionary | 5.27% |
| 4 | Healthcare | 4.76% |
| 5 | Industrials | 4.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Hubbell
HUBB
$26B
| $2.69M | 0.05% |
6,053
-7
|
|
||
277
Blackstone
BX
$86.9B
| $2.68M | 0.05% |
17,406
+259
|
|
||
278
ServiceNow
NOW
$118B
| $2.68M | 0.05% |
17,500
-5,260
|
|
||
279
State Street SPDR EURO STOXX 50 ETF
FEZ
$5.04B
| $2.68M | 0.05% |
41,610
|
|
||
280
T-Mobile US
TMUS
$241B
| $2.67M | 0.05% |
13,130
-1,838
|
|
||
281
Old Dominion Freight Line
ODFL
$43.5B
| $2.66M | 0.05% |
16,990
-8,232
|
|
||
282
Marathon Petroleum
MPC
$62.5B
| $2.66M | 0.05% |
16,356
+343
|
|
||
283
Gold Fields
GFI
$45.8B
| $2.65M | 0.05% |
60,707
+16,641
|
|
||
|
REVG
284
DELISTED
REV Group
REVG
| $2.63M | 0.05% |
43,289
+16,654
|
|
||
285
Amphenol
APH
$159B
| $2.62M | 0.05% |
19,363
+455
|
|
||
286
Arthur J. Gallagher & Co
AJG
$57.9B
| $2.6M | 0.05% |
10,061
+45
|
|
||
287
WisdomTree Japan Hedged Equity Fund
DXJ
$6.28B
| $2.6M | 0.05% |
18,036
-17
|
|
||
288
Stryker
SYK
$147B
| $2.6M | 0.05% |
7,388
+647
|
|
||
289
Boeing
BA
$176B
| $2.59M | 0.05% |
11,937
+546
|
|
||
290
First Financial Corp
THFF
$763M
| $2.59M | 0.05% |
42,859
+30,734
|
|
||
291
Robinhood
HOOD
$68.5B
| $2.58M | 0.05% |
22,843
+3,977
|
|
||
292
Deere & Co
DE
$168B
| $2.56M | 0.05% |
5,501
+161
|
|
||
293
Ventas
VTR
$41.1B
| $2.52M | 0.05% |
32,614
-937
|
|
||
294
Halliburton
HAL
$29.5B
| $2.51M | 0.05% |
88,950
+16,797
|
|
||
295
Illinois Tool Works
ITW
$82.4B
| $2.47M | 0.05% |
10,046
+2,943
|
|
||
296
Builders FirstSource
BLDR
$10.8B
| $2.47M | 0.05% |
24,029
-955
|
|
||
297
Sumitomo Mitsui Financial
SMFG
$132B
| $2.47M | 0.05% |
127,652
+1,458
|
|
||
298
MasTec
MTZ
$23.7B
| $2.47M | 0.05% |
11,349
+2,948
|
|
||
299
BHP
BHP
$199B
| $2.46M | 0.04% |
40,763
+2,290
|
|
||
300
United Parcel Service
UPS
$96.1B
| $2.45M | 0.04% |
24,677
+22,081
|
|