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
351
$20.8K 0.01%
239
+3
352
$20.6K 0.01%
266
+7
353
$20K 0.01%
168
-462
354
$20K 0.01%
109
-3
355
$19.9K 0.01%
2,393
356
$19.7K 0.01%
52
+7
357
$19.6K 0.01%
34
+2
358
$19K 0.01%
49
+21
359
$18.9K 0.01%
54
+22
360
$18.8K 0.01%
21
+1
361
$18.6K 0.01%
58
-3
362
$18.5K 0.01%
56
+9
363
$18.2K 0.01%
246
+7
364
$18.1K 0.01%
1,000
365
$18K 0.01%
73
+3
366
$18K 0.01%
418
+73
367
$17.5K ﹤0.01%
250
368
$17.4K ﹤0.01%
74
+2
369
$17.4K ﹤0.01%
275
370
$16.8K ﹤0.01%
389
+60
371
$16.6K ﹤0.01%
29
-1
372
$16.6K ﹤0.01%
66
+4
373
$16.4K ﹤0.01%
+167
374
$16.4K ﹤0.01%
195
+4
375
$16.4K ﹤0.01%
50
+3
13 14
15
16 17