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
251
$57K 0.02%
+1,364
252
$56.9K 0.02%
+3,318
253
$56.7K 0.02%
+250
254
$56.6K 0.02%
+758
255
$56.2K 0.02%
+1,583
256
$56.1K 0.02%
+2,799
257
$55.8K 0.02%
+600
258
$55.3K 0.02%
+137
259
$54.7K 0.02%
+663
260
$54.6K 0.02%
+923
261
$53.8K 0.02%
+534
262
$52.1K 0.02%
+1,557
263
$50.8K 0.02%
+915
264
$48K 0.02%
+384
265
$46.7K 0.02%
+717
266
$46K 0.02%
+155
267
$44.7K 0.01%
+210
268
$43.1K 0.01%
+180
269
$42.9K 0.01%
+564
270
$42.2K 0.01%
+500
271
$42K 0.01%
+497
272
$41.5K 0.01%
+66
273
$41.4K 0.01%
+400
274
$40.4K 0.01%
+351
275
$38.8K 0.01%
+602
9 10
11
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