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
326
$25.6K 0.01%
147
+8
327
$25.6K 0.01%
604
328
$25.6K 0.01%
103
329
$25.5K 0.01%
123
-4
330
$25.5K 0.01%
107
+17
331
$25.2K 0.01%
208
-1
332
$25.2K 0.01%
669
333
$24.9K 0.01%
360
+71
334
$24.7K 0.01%
924
335
$24.7K 0.01%
965
336
$24.4K 0.01%
962
337
$24.1K 0.01%
118
-2
338
$24K 0.01%
1,174
339
$23.8K 0.01%
969
340
$23.7K 0.01%
76
-44
341
$23K 0.01%
359
342
$22.6K 0.01%
569
343
$21.9K 0.01%
234
344
$21.9K 0.01%
113
-11
345
$21.2K 0.01%
426
346
$21K 0.01%
828
347
$21K 0.01%
1,868
348
$21K 0.01%
402
+90
349
$20.9K 0.01%
1,213
350
$20.9K 0.01%
71
+68
12 13
14
15 16