RWM

Rialto Wealth Management Portfolio holdings

AUM $358M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.2M
3
+$13M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.77%
2 Healthcare 1.91%
3 Industrials 1.25%
4 Financials 1.13%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$19.2K 0.01%
+32
352
$18.1K 0.01%
+1,213
353
$17.9K 0.01%
+443
354
$17.7K 0.01%
+222
355
$17K 0.01%
+289
356
$16.9K 0.01%
+185
357
$16.6K 0.01%
+312
358
$15.1K 0.01%
+355
359
$15K 0.01%
+43
360
$15K ﹤0.01%
+177
361
$14.8K ﹤0.01%
+150
362
$14.3K ﹤0.01%
+70
363
$14.2K ﹤0.01%
+45
364
$14K ﹤0.01%
+439
365
$13.7K ﹤0.01%
+68
366
$13.6K ﹤0.01%
+29
367
$13.6K ﹤0.01%
+200
368
$13.5K ﹤0.01%
+159
369
$13.1K ﹤0.01%
+25
370
$12.9K ﹤0.01%
+317
371
$12.8K ﹤0.01%
+1,108
372
$11.9K ﹤0.01%
+129
373
$11.9K ﹤0.01%
+293
374
$11.8K ﹤0.01%
+429
375
$11.7K ﹤0.01%
+125
13 14
15
16 17