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
276
$43.9K 0.01%
635
277
$43.7K 0.01%
354
+6
278
$43.6K 0.01%
684
279
$42.9K 0.01%
500
280
$42.6K 0.01%
351
281
$42.3K 0.01%
764
+12
282
$40.5K 0.01%
292
+15
283
$40.2K 0.01%
75
+3
284
$39.7K 0.01%
522
+22
285
$39.6K 0.01%
753
286
$38.8K 0.01%
368
-37
287
$38.6K 0.01%
1,334
288
$38K 0.01%
516
+11
289
$37.4K 0.01%
879
+55
290
$36.6K 0.01%
457
+46
291
$35.8K 0.01%
190
+138
292
$35.6K 0.01%
478
+21
293
$35.6K 0.01%
195
+15
294
$35.6K 0.01%
768
-701
295
$35.4K 0.01%
274
+9
296
$34.5K 0.01%
1,087
297
$34.2K 0.01%
253
-54
298
$33.6K 0.01%
180
+4
299
$33.1K 0.01%
62
+9
300
$32.9K 0.01%
242
+4
10 11
12
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