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 | |
|---|---|---|---|---|---|---|
176
Advanced Micro Devices
AMD
$419B
| $3.31M | 0.07% |
23,346
+1,258
|
|
||
177
KLA
KLAC
$161B
| $3.3M | 0.07% |
3,683
+69
|
|
||
178
ACI Worldwide
ACIW
$4.95B
| $3.29M | 0.07% |
71,734
-16,877
|
|
||
179
Kroger
KR
$41.9B
| $3.26M | 0.07% |
45,430
-6,378
|
|
||
180
Enbridge
ENB
$101B
| $3.26M | 0.07% |
71,834
+19,655
|
|
||
181
Walt Disney
DIS
$200B
| $3.24M | 0.07% |
26,131
+2,167
|
|
||
182
American International
AIG
$42.8B
| $3.24M | 0.07% |
37,846
-323
|
|
||
183
MGIC Investment
MTG
$6.28B
| $3.24M | 0.07% |
116,253
+26,033
|
|
||
184
Popular Inc
BPOP
$7.61B
| $3.23M | 0.07% |
29,313
+8,588
|
|
||
185
Shopify
SHOP
$216B
| $3.22M | 0.07% |
27,936
+4,782
|
|
||
186
Shinhan Financial Group
SHG
$25.3B
| $3.21M | 0.07% |
71,143
+3,187
|
|
||
187
Banco Santander
SAN
$151B
| $3.21M | 0.07% |
387,164
+3,727
|
|
||
188
Mondelez International
MDLZ
$72.2B
| $3.18M | 0.07% |
47,177
+6,228
|
|
||
189
T-Mobile US
TMUS
$229B
| $3.18M | 0.07% |
13,347
+263
|
|
||
190
Leidos
LDOS
$25B
| $3.18M | 0.07% |
20,144
+9,739
|
|
||
191
Suncor Energy
SU
$50.2B
| $3.16M | 0.07% |
84,313
+5,573
|
|
||
192
Arthur J. Gallagher & Co
AJG
$64B
| $3.15M | 0.07% |
9,835
+747
|
|
||
|
JOYY
193
JOYY Inc
JOYY
$3.09B
| $3.13M | 0.07% |
61,412
+5,800
|
|
||
194
Tenet Healthcare
THC
$18.2B
| $3.11M | 0.07% |
17,648
+286
|
|
||
195
CrowdStrike
CRWD
$133B
| $3.07M | 0.07% |
6,029
+2,205
|
|
||
196
Intuitive Surgical
ISRG
$193B
| $3.06M | 0.07% |
5,633
+895
|
|
||
197
Vale
VALE
$52.6B
| $3.06M | 0.07% |
314,721
+14,010
|
|
||
198
TIM SA
TIMB
$11.2B
| $3.02M | 0.07% |
150,352
+53,326
|
|
||
199
ConocoPhillips
COP
$111B
| $3.02M | 0.07% |
33,658
+2,000
|
|
||
200
Dorman Products
DORM
$4.05B
| $3.01M | 0.07% |
24,578
+9,652
|
|