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
276
$41.5K 0.01%
602
277
$40.9K 0.01%
203
-7
278
$40.9K 0.01%
684
-33
279
$40.7K 0.01%
157
+20
280
$39.2K 0.01%
505
+8
281
$38.6K 0.01%
351
282
$38.4K 0.01%
753
283
$36.9K 0.01%
307
+4
284
$35.2K 0.01%
1,087
285
$34.5K 0.01%
1,334
-4,779
286
$33.6K 0.01%
824
287
$33K 0.01%
65
288
$32.8K 0.01%
398
+6
289
$32.8K 0.01%
500
290
$32.5K 0.01%
194
+84
291
$32.5K 0.01%
1,366
292
$32.3K 0.01%
176
+10
293
$32.2K 0.01%
154
294
$32.1K 0.01%
156
+7
295
$31.7K 0.01%
265
296
$31.6K 0.01%
238
-14
297
$31.2K 0.01%
600
298
$31.1K 0.01%
752
299
$31K 0.01%
510
+10
300
$30.9K 0.01%
176
+9
10 11
12
13 14