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 | |
|---|---|---|---|---|---|---|
76
Booking.com
BKNG
$161B
| $6.9M | 0.15% |
1,191
+147
|
|
||
77
Cintas
CTAS
$74B
| $6.72M | 0.15% |
30,152
+1,005
|
|
||
78
Goldman Sachs
GS
$237B
| $6.71M | 0.15% |
9,483
+1,329
|
|
||
79
Adobe
ADBE
$140B
| $6.62M | 0.15% |
17,123
+562
|
|
||
80
Pultegroup
PHM
$23.3B
| $6.46M | 0.14% |
61,294
+14,031
|
|
||
81
Coca-Cola
KO
$295B
| $6.41M | 0.14% |
90,590
+9,500
|
|
||
82
Wells Fargo
WFC
$274B
| $6.31M | 0.14% |
78,720
+8,422
|
|
||
83
RTX Corp
RTX
$235B
| $6.24M | 0.14% |
42,758
+5,621
|
|
||
84
Union Pacific
UNP
$131B
| $6.14M | 0.14% |
26,707
-9,567
|
|
||
85
Manulife Financial
MFC
$55.5B
| $5.95M | 0.13% |
186,249
-1,962
|
|
||
86
GE Aerospace
GE
$321B
| $5.95M | 0.13% |
23,101
+706
|
|
||
87
Colgate-Palmolive
CL
$61.7B
| $5.92M | 0.13% |
65,175
+3,544
|
|
||
88
Schwab Fundamental International Large Company Index ETF
FNDF
$18.3B
| $5.92M | 0.13% |
147,988
+137,059
|
|
||
89
AstraZeneca
AZN
$254B
| $5.85M | 0.13% |
83,686
+8,215
|
|
||
90
Vodafone
VOD
$26.8B
| $5.85M | 0.13% |
548,364
+184,022
|
|
||
91
iShares MSCI EAFE Small-Cap ETF
SCZ
$10.7B
| $5.77M | 0.13% |
79,372
+73,876
|
|
||
92
Medtronic
MDT
$116B
| $5.76M | 0.13% |
66,116
-7,268
|
|
||
93
Vanguard FTSE Emerging Markets ETF
VWO
$102B
| $5.72M | 0.13% |
115,731
-7,510
|
|
||
94
Honeywell
HON
$125B
| $5.62M | 0.12% |
24,136
-676
|
|
||
95
American Tower
AMT
$84.4B
| $5.6M | 0.12% |
25,322
+2,155
|
|
||
96
Deutsche Bank
DB
$69.1B
| $5.58M | 0.12% |
190,681
+17,804
|
|
||
97
Vanguard S&P 500 ETF
VOO
$769B
| $5.57M | 0.12% |
9,800
+2,172
|
|
||
98
Sony
SONY
$166B
| $5.51M | 0.12% |
211,638
+17,812
|
|
||
99
Cisco
CSCO
$285B
| $5.5M | 0.12% |
79,320
+2,268
|
|
||
100
Shell
SHEL
$212B
| $5.4M | 0.12% |
76,641
-1,085
|
|