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
251
$61.3K 0.02%
667
252
$61K 0.02%
3,305
253
$60.7K 0.02%
676
+13
254
$59.6K 0.02%
1,557
255
$59.5K 0.02%
931
-2,111
256
$59K 0.02%
3,387
+69
257
$58.6K 0.02%
264
+11
258
$56.9K 0.02%
600
259
$56K 0.02%
203
+9
260
$55.9K 0.02%
71
+1
261
$53.8K 0.02%
183
+10
262
$53.6K 0.02%
168
+8
263
$53.6K 0.02%
159
+5
264
$53.5K 0.02%
284
-1
265
$51.2K 0.01%
192
+10
266
$50.5K 0.01%
159
+2
267
$50.2K 0.01%
2,212
268
$49.3K 0.01%
553
269
$48.4K 0.01%
1,483
270
$47.5K 0.01%
384
271
$47K 0.01%
1,038
-21
272
$45.8K 0.01%
602
273
$45.7K 0.01%
203
274
$45K 0.01%
261
+9
275
$44.5K 0.01%
451
+17
9 10
11
12 13