RWM

Rialto Wealth Management Portfolio holdings

AUM $358M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.2M
3
+$13M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.77%
2 Healthcare 1.91%
3 Industrials 1.25%
4 Financials 1.13%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72.8K 0.02%
+1,920
227
$72.1K 0.02%
+2,792
228
$71.9K 0.02%
+1,743
229
$71.6K 0.02%
+136
230
$70.4K 0.02%
+200
231
$70.2K 0.02%
+1,175
232
$69.2K 0.02%
+1,180
233
$69.1K 0.02%
+280
234
$67.7K 0.02%
+406
235
$66.6K 0.02%
+602
236
$66.1K 0.02%
+136
237
$66K 0.02%
+1,035
238
$65.9K 0.02%
+115
239
$65.8K 0.02%
+200
240
$64.2K 0.02%
+848
241
$63.9K 0.02%
+2,340
242
$63K 0.02%
+280
243
$62.6K 0.02%
+5,111
244
$62.4K 0.02%
+70
245
$60.4K 0.02%
+1,573
246
$59.8K 0.02%
+3,305
247
$59K 0.02%
+667
248
$58.8K 0.02%
+586
249
$58.8K 0.02%
+500
250
$57.6K 0.02%
+1,189
8 9
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