RWM
Ritholtz Wealth Management Portfolio holdings
AUM
$5.14B
1-Year Est. Return
21.46%
1 Year Est. Return
+21.46%
AUM
$4.53B
AUM Growth
+$1.18B
(+35%)
Holding
1,048
Top Buys
| 1 | +$178M | |
| 2 | +$111M | |
| 3 | +$91.8M | |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
+$74.6M |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$64.6M |
Top Sells
| 1 | +$3.96M | |
| 2 | +$3.16M | |
| 3 | +$2.84M | |
| 4 |
Schwab International Equity ETF
SCHF
|
+$2.73M |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$2.59M |
Sector Composition
| 1 | Technology | 12.24% |
| 2 | Financials | 8.2% |
| 3 | Consumer Discretionary | 4.64% |
| 4 | Industrials | 4.4% |
| 5 | Healthcare | 4.03% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Broadcom
AVGO
$1.66T
| $23.6M | 0.52% |
85,759
+3,861
|
|
||
27
Visa
V
$658B
| $23.2M | 0.51% |
65,286
+3,991
|
|
||
28
Old Republic International
ORI
$9.92B
| $22.2M | 0.49% |
578,220
-7,716
|
|
||
29
Berkshire Hathaway Class B
BRK.B
$1.05T
| $21.7M | 0.48% |
44,743
+1,824
|
|
||
30
Walmart
WMT
$815B
| $21.5M | 0.47% |
219,958
+17,749
|
|
||
31
Costco
COST
$417B
| $21.3M | 0.47% |
21,531
+1,309
|
|
||
32
Alphabet (Google) Class C
GOOG
$3.36T
| $20.9M | 0.46% |
118,070
+6,807
|
|
||
33
Eli Lilly
LLY
$812B
| $17.3M | 0.38% |
22,139
+1,065
|
|
||
34
Oracle
ORCL
$707B
| $16.3M | 0.36% |
74,675
+2,794
|
|
||
35
Tesla
TSLA
$1.48T
| $16M | 0.35% |
50,243
+11,557
|
|
||
36
iShares Core S&P Small-Cap ETF
IJR
$84.1B
| $15.5M | 0.34% |
141,729
+100,400
|
|
||
37
TSMC
TSM
$1.53T
| $15.3M | 0.34% |
67,501
+1,003
|
|
||
38
Philip Morris
PM
$230B
| $14.8M | 0.33% |
80,993
+19,506
|
|
||
39
Vanguard FTSE Developed Markets ETF
VEA
$177B
| $14.2M | 0.31% |
249,688
+73,610
|
|
||
40
iShares 7-10 Year Treasury Bond ETF
IEF
$38.6B
| $14.2M | 0.31% |
148,110
+3,438
|
|
||
41
Gilead Sciences
GILD
$153B
| $12.8M | 0.28% |
115,166
+12,726
|
|
||
42
Procter & Gamble
PG
$344B
| $12.7M | 0.28% |
79,842
+2,550
|
|
||
43
Novartis
NVS
$240B
| $12.2M | 0.27% |
100,665
+9,355
|
|
||
44
Netflix
NFLX
$463B
| $11.7M | 0.26% |
8,754
+1,403
|
|
||
45
Johnson & Johnson
JNJ
$450B
| $11.1M | 0.25% |
72,833
-1,966
|
|
||
46
Mastercard
MA
$496B
| $11.1M | 0.25% |
19,779
+392
|
|
||
47
Emcor
EME
$29.3B
| $10.9M | 0.24% |
20,350
-1,269
|
|
||
48
Altria Group
MO
$96.2B
| $10.5M | 0.23% |
179,377
+14,267
|
|
||
49
Travelers Companies
TRV
$61.9B
| $10.1M | 0.22% |
37,591
+1,606
|
|
||
50
McKesson
MCK
$105B
| $9.87M | 0.22% |
13,473
+273
|
|