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 | |
|---|---|---|---|---|---|---|
126
Palantir
PLTR
$444B
| $4.46M | 0.1% |
32,747
+11,748
|
|
||
127
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.28B
| $4.4M | 0.1% |
102,024
+67,640
|
|
||
128
AutoZone
AZO
$61.2B
| $4.38M | 0.1% |
1,179
+3
|
|
||
129
UnitedHealth
UNH
$294B
| $4.37M | 0.1% |
14,010
-4,396
|
|
||
130
Uber
UBER
$195B
| $4.35M | 0.1% |
46,572
+5,779
|
|
||
131
McDonald's
MCD
$218B
| $4.34M | 0.1% |
14,869
+1,344
|
|
||
132
NatWest
NWG
$61.7B
| $4.21M | 0.09% |
297,583
+77,536
|
|
||
133
ING
ING
$73.9B
| $4.17M | 0.09% |
190,867
+47,969
|
|
||
134
iShares Short Treasury Bond ETF
SHV
$20.7B
| $4.17M | 0.09% |
37,778
-11,330
|
|
||
135
Vanguard FTSE All-World ex-US ETF
VEU
$51.1B
| $4.14M | 0.09% |
61,641
+362
|
|
||
136
KB Financial Group
KB
$30.5B
| $4.12M | 0.09% |
49,892
-2,200
|
|
||
137
Applovin
APP
$204B
| $4.09M | 0.09% |
11,691
-5,873
|
|
||
138
Lockheed Martin
LMT
$111B
| $4.09M | 0.09% |
8,833
+1,444
|
|
||
139
Sherwin-Williams
SHW
$83.5B
| $4.05M | 0.09% |
11,786
+3,217
|
|
||
140
Salesforce
CRM
$241B
| $3.97M | 0.09% |
14,574
+440
|
|
||
141
Lloyds Banking Group
LYG
$69.2B
| $3.96M | 0.09% |
932,080
-254,264
|
|
||
142
Tapestry
TPR
$22.3B
| $3.95M | 0.09% |
45,009
+29,376
|
|
||
143
Intuit
INTU
$184B
| $3.95M | 0.09% |
5,017
+516
|
|
||
144
Barclays
BCS
$73.8B
| $3.93M | 0.09% |
211,433
-2,963
|
|
||
145
Amgen
AMGN
$170B
| $3.92M | 0.09% |
14,047
+957
|
|
||
146
Boston Scientific
BSX
$145B
| $3.9M | 0.09% |
36,284
+1,225
|
|
||
147
General Dynamics
GD
$93B
| $3.83M | 0.08% |
13,119
+1,797
|
|
||
148
Cencora
COR
$68.2B
| $3.82M | 0.08% |
12,752
+540
|
|
||
149
Vanguard High Dividend Yield ETF
VYM
$64.7B
| $3.81M | 0.08% |
28,581
-723
|
|
||
150
HCA Healthcare
HCA
$107B
| $3.8M | 0.08% |
9,924
+932
|
|