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
376
$14.6K ﹤0.01%
439
377
$14.2K ﹤0.01%
+345
378
$14K ﹤0.01%
329
+12
379
$13.6K ﹤0.01%
276
+44
380
$13.6K ﹤0.01%
20
+3
381
$13.5K ﹤0.01%
+31
382
$13.3K ﹤0.01%
46
383
$13.1K ﹤0.01%
286
384
$13K ﹤0.01%
62
+14
385
$12.6K ﹤0.01%
200
386
$12.4K ﹤0.01%
1,108
387
$12.4K ﹤0.01%
125
388
$12K ﹤0.01%
58
+6
389
$11.9K ﹤0.01%
40
390
$11.9K ﹤0.01%
259
+64
391
$11.8K ﹤0.01%
10,752
392
$11.6K ﹤0.01%
321
393
$11.5K ﹤0.01%
79
394
$11.4K ﹤0.01%
45
395
$11.4K ﹤0.01%
38
+6
396
$11.2K ﹤0.01%
553
+53
397
$11.2K ﹤0.01%
165
+1
398
$11.2K ﹤0.01%
24
+4
399
$11.1K ﹤0.01%
157
+7
400
$10.8K ﹤0.01%
112
+12
14 15
16
17 18