RWM

Rialto Wealth Management Portfolio holdings

AUM $358M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.2M
3
+$13M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.77%
2 Healthcare 1.91%
3 Industrials 1.25%
4 Financials 1.13%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$7.39K ﹤0.01%
+55
427
$7.36K ﹤0.01%
+40
428
$7.36K ﹤0.01%
+164
429
$7.26K ﹤0.01%
+156
430
$7.23K ﹤0.01%
+30
431
$7.21K ﹤0.01%
+196
432
$7.2K ﹤0.01%
+29
433
$7.12K ﹤0.01%
+74
434
$7K ﹤0.01%
+82
435
$7K ﹤0.01%
+105
436
$6.88K ﹤0.01%
+120
437
$6.8K ﹤0.01%
+32
438
$6.64K ﹤0.01%
+67
439
$6.59K ﹤0.01%
+50
440
$6.56K ﹤0.01%
+86
441
$6.47K ﹤0.01%
+39
442
$6.46K ﹤0.01%
+16
443
$6.38K ﹤0.01%
+414
444
$6.26K ﹤0.01%
+12
445
$6.14K ﹤0.01%
+510
446
$6.13K ﹤0.01%
+90
447
$6.04K ﹤0.01%
+185
448
$5.99K ﹤0.01%
+238
449
$5.82K ﹤0.01%
+100
450
$5.61K ﹤0.01%
+99
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