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
351
$18.9K 0.01%
1,213
352
$18.8K 0.01%
525
353
$18.6K 0.01%
1,000
354
$18.4K 0.01%
+250
355
$18.2K 0.01%
90
+58
356
$18.1K 0.01%
32
357
$18.1K 0.01%
443
358
$17.9K 0.01%
289
359
$17.9K 0.01%
30
+5
360
$17.7K 0.01%
201
+16
361
$17.2K 0.01%
156
+76
362
$17K 0.01%
70
+2
363
$16.6K 0.01%
167
+17
364
$16.4K 0.01%
312
365
$15.9K 0.01%
259
+18
366
$15.8K 0.01%
72
+2
367
$15.7K ﹤0.01%
191
+14
368
$15.5K ﹤0.01%
+47
369
$15.4K ﹤0.01%
30
+1
370
$15.2K ﹤0.01%
+275
371
$15.1K ﹤0.01%
355
372
$14.8K ﹤0.01%
429
373
$14.7K ﹤0.01%
+29
374
$14.7K ﹤0.01%
47
+4
375
$14.6K ﹤0.01%
134
+5
13 14
15
16 17