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
426
$9.36K ﹤0.01%
39
+1
427
$9.28K ﹤0.01%
55
+8
428
$9.25K ﹤0.01%
3,600
429
$9.18K ﹤0.01%
98
+37
430
$9.13K ﹤0.01%
203
431
$9.06K ﹤0.01%
19
+3
432
$8.51K ﹤0.01%
40
+27
433
$8.51K ﹤0.01%
296
+26
434
$8.42K ﹤0.01%
115
-21
435
$8.22K ﹤0.01%
176
+17
436
$7.88K ﹤0.01%
322
+54
437
$7.86K ﹤0.01%
183
+161
438
$7.83K ﹤0.01%
219
+189
439
$7.75K ﹤0.01%
100
+39
440
$7.74K ﹤0.01%
74
441
$7.72K ﹤0.01%
+912
442
$7.63K ﹤0.01%
85
+2
443
$7.61K ﹤0.01%
156
444
$7.59K ﹤0.01%
60
445
$7.55K ﹤0.01%
64
+9
446
$7.53K ﹤0.01%
238
447
$7.51K ﹤0.01%
16
+10
448
$7.39K ﹤0.01%
1
449
$7.38K ﹤0.01%
50
450
$7.37K ﹤0.01%
44
+5
16 17
18
19 20