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
426
$7.52K ﹤0.01%
238
427
$7.51K ﹤0.01%
74
428
$7.42K ﹤0.01%
268
+83
429
$7.37K ﹤0.01%
156
430
$7.25K ﹤0.01%
1
431
$7.21K ﹤0.01%
196
432
$7.21K ﹤0.01%
245
-55
433
$7.2K ﹤0.01%
+917
434
$7.13K ﹤0.01%
136
+46
435
$7.05K ﹤0.01%
111
-21
436
$6.97K ﹤0.01%
112
+7
437
$6.77K ﹤0.01%
46
438
$6.64K ﹤0.01%
47
+9
439
$6.63K ﹤0.01%
510
440
$6.55K ﹤0.01%
50
441
$6.54K ﹤0.01%
135
+15
442
$6.43K ﹤0.01%
55
443
$6.01K ﹤0.01%
159
-352
444
$5.9K ﹤0.01%
88
445
$5.87K ﹤0.01%
16
446
$5.76K ﹤0.01%
2,525
447
$5.72K ﹤0.01%
39
448
$5.66K ﹤0.01%
96
449
$5.54K ﹤0.01%
157
450
$5.51K ﹤0.01%
32
+3
16 17
18
19 20