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
251
$58.2K 0.02%
500
252
$58K 0.02%
758
253
$57.7K 0.02%
252
+2
254
$57.5K 0.02%
600
255
$56.7K 0.02%
667
256
$56.4K 0.02%
285
+5
257
$54K 0.02%
534
258
$53.1K 0.02%
3,318
259
$52.4K 0.02%
375
-31
260
$51.5K 0.02%
182
+2
261
$51.5K 0.02%
663
262
$49.6K 0.02%
+2,212
263
$49K 0.02%
1,557
264
$48.5K 0.02%
915
265
$46K 0.01%
500
266
$46K 0.01%
384
267
$45.2K 0.01%
553
-11
268
$45K 0.01%
405
+5
269
$44.7K 0.01%
1,059
+365
270
$44.2K 0.01%
277
271
$43.9K 0.01%
1,483
+197
272
$43K 0.01%
160
+5
273
$43K 0.01%
70
+4
274
$42.9K 0.01%
173
+12
275
$42.4K 0.01%
348
+179
9 10
11
12 13