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
301
$32.5K 0.01%
207
+10
302
$32.4K 0.01%
177
303
$32.3K 0.01%
164
+8
304
$32.1K 0.01%
404
+6
305
$32K 0.01%
1,366
306
$30.9K 0.01%
41
+1
307
$30.5K 0.01%
477
308
$29.3K 0.01%
180
+4
309
$28.9K 0.01%
5
310
$28.7K 0.01%
65
311
$28.1K 0.01%
123
+7
312
$28.1K 0.01%
518
+8
313
$27.9K 0.01%
700
314
$27.7K 0.01%
95
+4
315
$27.4K 0.01%
362
+30
316
$27.4K 0.01%
142
317
$27K 0.01%
613
+13
318
$27K 0.01%
1,112
+82
319
$26.9K 0.01%
525
320
$26.7K 0.01%
108
+5
321
$26.5K 0.01%
552
322
$26.4K 0.01%
917
323
$26.3K 0.01%
133
-7
324
$25.9K 0.01%
883
325
$25.7K 0.01%
2,000
11 12
13
14 15