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
451
$5.43K ﹤0.01%
+38
452
$5.38K ﹤0.01%
+85
453
$5.3K ﹤0.01%
+33
454
$5.22K ﹤0.01%
+772
455
$5.21K ﹤0.01%
+18
456
$5.04K ﹤0.01%
+157
457
$4.75K ﹤0.01%
+96
458
$4.74K ﹤0.01%
+222
459
$4.71K ﹤0.01%
+162
460
$4.44K ﹤0.01%
+91
461
$4K ﹤0.01%
+117
462
$3.95K ﹤0.01%
+53
463
$3.75K ﹤0.01%
+79
464
$3.7K ﹤0.01%
+35
465
$3.56K ﹤0.01%
+59
466
$3.46K ﹤0.01%
+29
467
$3.4K ﹤0.01%
+64
468
$3.35K ﹤0.01%
+80
469
$3.35K ﹤0.01%
+64
470
$3.14K ﹤0.01%
+25
471
$3.07K ﹤0.01%
+60
472
$2.97K ﹤0.01%
+300
473
$2.91K ﹤0.01%
+87
474
$2.91K ﹤0.01%
+40
475
$2.85K ﹤0.01%
+120
17 18
19
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