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
326
$24.8K 0.01%
91
+62
327
$24.7K 0.01%
924
328
$24.7K 0.01%
965
329
$24.5K 0.01%
142
-21
330
$24.3K 0.01%
962
331
$24K 0.01%
669
332
$24K 0.01%
882
+90
333
$23.8K 0.01%
209
+5
334
$23.1K 0.01%
883
335
$23K 0.01%
+5
336
$22.9K 0.01%
969
337
$22.8K 0.01%
127
+24
338
$22.2K 0.01%
124
+21
339
$21.7K 0.01%
1,868
340
$21.2K 0.01%
426
-254
341
$21.2K 0.01%
236
+14
342
$21.1K 0.01%
+61
343
$20.9K 0.01%
828
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344
$20.8K 0.01%
359
345
$20.6K 0.01%
234
346
$20.5K 0.01%
120
+10
347
$20.3K 0.01%
569
-65
348
$19.9K 0.01%
139
+6
349
$19.6K 0.01%
2,393
350
$19.3K 0.01%
239
-7
12 13
14
15 16