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
376
$16.3K ﹤0.01%
31
+2
377
$16.3K ﹤0.01%
439
378
$16.3K ﹤0.01%
+73
379
$16.1K ﹤0.01%
167
380
$15.5K ﹤0.01%
31
+1
381
$15.3K ﹤0.01%
205
+4
382
$15.1K ﹤0.01%
546
-7
383
$14.9K ﹤0.01%
286
384
$14.3K ﹤0.01%
46
+6
385
$14K ﹤0.01%
46
386
$14K ﹤0.01%
36
+5
387
$13.9K ﹤0.01%
134
388
$13.7K ﹤0.01%
68
+10
389
$13.6K ﹤0.01%
35
+9
390
$13.6K ﹤0.01%
112
-490
391
$13.2K ﹤0.01%
10,752
392
$13K ﹤0.01%
713
+676
393
$12.8K ﹤0.01%
321
394
$12.8K ﹤0.01%
278
-165
395
$12.7K ﹤0.01%
66
+2
396
$12.6K ﹤0.01%
138
+26
397
$12.5K ﹤0.01%
200
398
$12.5K ﹤0.01%
25
+1
399
$12.3K ﹤0.01%
1,108
400
$12.3K ﹤0.01%
234
-25
14 15
16
17 18