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
$358M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,778
New
Increased
Reduced
Closed

Top Buys

1
+$2.67M
2
+$2.3M
3
+$1.83M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.51M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.21M

Top Sells

1
+$1.82M
2
+$413K
3
+$376K
4
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$354K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$326K

Sector Composition

1 Technology 4.41%
2 Healthcare 1.45%
3 Industrials 1.31%
4 Financials 1.27%
5 Real Estate 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$75.8K 0.02%
2,038
-748
227
$75.4K 0.02%
1,920
228
$74.6K 0.02%
1,766
229
$74.5K 0.02%
2,792
230
$74.1K 0.02%
248
-3
231
$73.2K 0.02%
1,180
232
$72K 0.02%
869
+13
233
$71.8K 0.02%
1,175
234
$71.4K 0.02%
10,419
+9
235
$69.8K 0.02%
787
-300
236
$69.8K 0.02%
1,030
+20
237
$69.4K 0.02%
1,035
238
$69K 0.02%
416
-489
239
$69K 0.02%
1,611
+28
240
$68.8K 0.02%
992
+37
241
$67.8K 0.02%
146
+7
242
$66.3K 0.02%
2,292
-1,966
243
$65.8K 0.02%
1,364
244
$65.7K 0.02%
731
+9
245
$64.3K 0.02%
500
246
$64K 0.02%
2,858
+17
247
$63.6K 0.02%
5,111
248
$62.1K 0.02%
750
249
$62K 0.02%
2,340
250
$61.6K 0.02%
796
+38
8 9
10
11 12