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
301
$30.2K 0.01%
177
302
$30.2K 0.01%
72
303
$29.8K 0.01%
1,566
304
$29.5K 0.01%
411
+35
305
$29.5K 0.01%
477
-57
306
$29.3K 0.01%
2,000
307
$28.8K 0.01%
457
+33
308
$28.6K 0.01%
180
+16
309
$28.5K 0.01%
635
310
$28.5K 0.01%
434
+34
311
$28.2K 0.01%
604
312
$28.2K 0.01%
140
+9
313
$27.3K 0.01%
103
314
$26.9K 0.01%
116
+5
315
$26.2K 0.01%
552
316
$26.1K 0.01%
1,030
+37
317
$25.8K 0.01%
700
318
$25.7K 0.01%
53
+1
319
$25.5K 0.01%
103
+12
320
$25.4K 0.01%
197
+13
321
$25.4K 0.01%
371
+91
322
$25.2K 0.01%
1,174
323
$25.1K 0.01%
40
+4
324
$25.1K 0.01%
680
+141
325
$24.9K 0.01%
332
+217
11 12
13
14 15