RWM

Ritholtz Wealth Management Portfolio holdings

AUM $5.14B
1-Year Est. Return 21.46%
This Quarter Est. Return
1 Year Est. Return
+21.46%
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
+$21.1M
2
+$12.6M
3
+$8.31M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$8M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$7.72M

Top Sells

1
+$2.03M
2
+$1.93M
3
+$1.62M
4
NVO icon
Novo Nordisk
NVO
+$1.54M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$1.54M

Sector Composition

1 Technology 12.95%
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
FRAF icon
876
Franklin Financial Services
FRAF
$236M
$273K 0.01%
+5,929
LNN icon
877
Lindsay Corp
LNN
$1.24B
$273K 0.01%
1,939
-585
WSBF icon
878
Waterstone Financial
WSBF
$294M
$272K 0.01%
17,423
+6,630
PSO icon
879
Pearson
PSO
$8.34B
$271K 0.01%
19,165
+1,404
CRDO icon
880
Credo Technology Group
CRDO
$29.6B
$271K 0.01%
+1,860
LTRX icon
881
Lantronix
LTRX
$205M
$270K 0.01%
+59,030
IJK icon
882
iShares S&P Mid-Cap 400 Growth ETF
IJK
$9.11B
$269K 0.01%
2,804
EQL icon
883
ALPS Equal Sector Weight ETF
EQL
$554M
$268K 0.01%
5,814
VTEB icon
884
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
$266K 0.01%
5,311
+1
MDY icon
885
SPDR S&P MidCap 400 ETF Trust
MDY
$23.4B
$266K 0.01%
446
+28
XLY icon
886
Consumer Discretionary Select Sector SPDR Fund
XLY
$23.3B
$265K 0.01%
1,106
-375
FONR icon
887
Fonar
FONR
$89.5M
$262K 0.01%
17,417
+6,948
AR icon
888
Antero Resources
AR
$11B
$262K 0.01%
+7,807
LECO icon
889
Lincoln Electric
LECO
$13B
$261K 0.01%
1,107
+7
MAPS icon
890
WM Technology
MAPS
$93.1M
$261K 0.01%
224,902
+90,247
DD icon
891
DuPont de Nemours
DD
$16.7B
$260K 0.01%
+7,978
ALB icon
892
Albemarle
ALB
$15.1B
$260K 0.01%
+3,206
AA icon
893
Alcoa
AA
$10.8B
$260K 0.01%
+7,897
IBDQ icon
894
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$2.5B
$260K 0.01%
10,302
-10,348
OTIS icon
895
Otis Worldwide
OTIS
$34.4B
$259K 0.01%
2,837
-72
KINS icon
896
Kingstone Companies
KINS
$212M
$258K 0.01%
17,571
-16,383
EHC icon
897
Encompass Health
EHC
$11.5B
$258K 0.01%
+2,033
PAA icon
898
Plains All American Pipeline
PAA
$12.3B
$258K 0.01%
15,100
HEWJ icon
899
iShares Currency Hedged MSCI Japan ETF
HEWJ
$509M
$257K 0.01%
5,226
NDAQ icon
900
Nasdaq
NDAQ
$51B
$257K 0.01%
+2,900
34 35
36
37 38