RWM

Rialto Wealth Management Portfolio holdings

AUM $418M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$4.98M
3
+$2.31M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.28M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.17M

Top Sells

1
+$2.82M
2
+$346K
3
+$239K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$202K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$188K

Sector Composition

1 Technology 4.06%
2 Healthcare 1.78%
3 Industrials 1.23%
4 Financials 1.15%
5 Real Estate 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$72.5K 0.02%
2,188
227
$71.8K 0.02%
1,439
+250
228
$71.5K 0.02%
856
+8
229
$70.9K 0.02%
760
+60
230
$69.4K 0.02%
600
231
$68.8K 0.02%
1,920
232
$67.9K 0.02%
602
233
$67.3K 0.02%
1,175
234
$66.8K 0.02%
1,180
235
$65.4K 0.02%
2,340
236
$64.5K 0.02%
2,841
+42
237
$64.2K 0.02%
5,111
238
$63.8K 0.02%
209
+9
239
$63.4K 0.02%
116
+1
240
$62.9K 0.02%
120
-161
241
$62.6K 0.02%
1,035
242
$62.3K 0.02%
1,583
243
$62.1K 0.02%
139
+3
244
$62K 0.02%
750
-164
245
$61.9K 0.02%
1,573
246
$59.7K 0.02%
3,305
247
$59.6K 0.02%
722
248
$59.6K 0.02%
1,364
249
$59K 0.02%
253
-27
250
$58.9K 0.02%
955
+32
8 9
10
11 12