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
401
$12.3K ﹤0.01%
46
+14
402
$12K ﹤0.01%
125
403
$11.9K ﹤0.01%
1,750
404
$11.9K ﹤0.01%
171
+36
405
$11.9K ﹤0.01%
172
+7
406
$11.6K ﹤0.01%
170
+13
407
$11.4K ﹤0.01%
113
-43
408
$11.4K ﹤0.01%
168
+9
409
$11.4K ﹤0.01%
162
+27
410
$11.4K ﹤0.01%
124
+16
411
$11.2K ﹤0.01%
46
+6
412
$11.2K ﹤0.01%
38
413
$11.1K ﹤0.01%
265
-11
414
$11K ﹤0.01%
155
+44
415
$10.9K ﹤0.01%
6,000
416
$10.9K ﹤0.01%
20
+3
417
$10.6K ﹤0.01%
79
418
$10.6K ﹤0.01%
208
419
$10.3K ﹤0.01%
358
420
$10.1K ﹤0.01%
76
-3
421
$10.1K ﹤0.01%
51
422
$9.78K ﹤0.01%
145
+11
423
$9.75K ﹤0.01%
510
424
$9.48K ﹤0.01%
94
425
$9.37K ﹤0.01%
217
-212
15 16
17
18 19