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
401
$10.7K ﹤0.01%
28
+5
402
$10.4K ﹤0.01%
208
403
$10.2K ﹤0.01%
350
404
$10.2K ﹤0.01%
64
-1
405
$9.93K ﹤0.01%
108
406
$9.81K ﹤0.01%
358
407
$9.57K ﹤0.01%
135
+23
408
$9.45K ﹤0.01%
156
409
$9.09K ﹤0.01%
134
-46
410
$9.04K ﹤0.01%
3,600
411
$8.88K ﹤0.01%
38
+3
412
$8.72K ﹤0.01%
83
+16
413
$8.68K ﹤0.01%
94
414
$8.66K ﹤0.01%
79
+7
415
$8.64K ﹤0.01%
159
416
$8.57K ﹤0.01%
26
+4
417
$8.46K ﹤0.01%
32
+2
418
$8.44K ﹤0.01%
270
+64
419
$8.42K ﹤0.01%
17
+5
420
$8.29K ﹤0.01%
40
421
$8.22K ﹤0.01%
+51
422
$7.96K ﹤0.01%
52
423
$7.93K ﹤0.01%
203
424
$7.8K ﹤0.01%
6,000
425
$7.67K ﹤0.01%
60
15 16
17
18 19