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 | |
|---|---|---|---|---|---|---|
51
Vanguard Growth ETF
VUG
$201B
| $9.73M | 0.21% |
22,186
-868
|
|
||
52
Bank of America
BAC
$391B
| $9.4M | 0.21% |
198,553
+15,534
|
|
||
53
Home Depot
HD
$381B
| $9.08M | 0.2% |
24,753
+2,048
|
|
||
54
iShares 3-7 Year Treasury Bond ETF
IEI
$17B
| $9.04M | 0.2% |
75,945
+30,853
|
|
||
55
Abbott
ABT
$219B
| $8.96M | 0.2% |
65,878
+17,546
|
|
||
56
Hartford Financial Services
HIG
$35.7B
| $8.94M | 0.2% |
70,428
+2,797
|
|
||
57
Verizon
VZ
$166B
| $8.89M | 0.2% |
205,416
+39,445
|
|
||
58
Exxon Mobil
XOM
$481B
| $8.87M | 0.2% |
82,323
-28
|
|
||
59
SAP
SAP
$302B
| $8.52M | 0.19% |
28,008
-89
|
|
||
60
iShares Russell 1000 Value ETF
IWD
$64.4B
| $8.5M | 0.19% |
43,772
+28,942
|
|
||
61
Celestica
CLS
$38.6B
| $8.47M | 0.19% |
54,245
-25,354
|
|
||
62
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
| $8.15M | 0.18% |
98,348
-16,999
|
|
||
63
Fair Isaac
FICO
$38.6B
| $8.12M | 0.18% |
4,442
-481
|
|
||
64
HSBC
HSBC
$240B
| $8.07M | 0.18% |
132,819
-4,978
|
|
||
65
Berkshire Hathaway Class A
BRK.A
$1.05T
| $8.02M | 0.18% |
11
|
|
||
66
RELX
RELX
$80.6B
| $7.98M | 0.18% |
146,887
+2,925
|
|
||
67
British American Tobacco
BTI
$115B
| $7.76M | 0.17% |
163,986
+3,459
|
|
||
68
Banco Bilbao Vizcaya Argentaria
BBVA
$115B
| $7.74M | 0.17% |
503,403
+25,229
|
|
||
69
AbbVie
ABBV
$381B
| $7.72M | 0.17% |
41,612
+1,877
|
|
||
70
Citigroup
C
$181B
| $7.7M | 0.17% |
90,470
+19,619
|
|
||
71
Automatic Data Processing
ADP
$105B
| $7.63M | 0.17% |
24,745
+1,636
|
|
||
72
AT&T
T
$173B
| $7.58M | 0.17% |
262,073
+67,536
|
|
||
73
Equinor
EQNR
$60.2B
| $7.34M | 0.16% |
292,069
+110,134
|
|
||
74
InterDigital
IDCC
$9.82B
| $6.99M | 0.15% |
31,161
+768
|
|
||
75
Novo Nordisk
NVO
$214B
| $6.97M | 0.15% |
101,017
-3,292
|
|