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
451
$5.48K ﹤0.01%
+90
452
$5.3K ﹤0.01%
+220
453
$5.14K ﹤0.01%
100
454
$5K ﹤0.01%
1,750
455
$4.99K ﹤0.01%
162
456
$4.94K ﹤0.01%
33
457
$4.87K ﹤0.01%
43
+8
458
$4.84K ﹤0.01%
85
459
$4.66K ﹤0.01%
302
+80
460
$4.42K ﹤0.01%
91
461
$4.4K ﹤0.01%
+50
462
$4.35K ﹤0.01%
+111
463
$4.34K ﹤0.01%
61
+23
464
$4.29K ﹤0.01%
+1,450
465
$4.24K ﹤0.01%
+634
466
$4.24K ﹤0.01%
117
467
$4.08K ﹤0.01%
772
468
$3.98K ﹤0.01%
+8
469
$3.81K ﹤0.01%
53
470
$3.63K ﹤0.01%
59
471
$3.5K ﹤0.01%
64
472
$3.4K ﹤0.01%
+135
473
$3.31K ﹤0.01%
+34
474
$3.29K ﹤0.01%
+7
475
$3.27K ﹤0.01%
+28
17 18
19
20 21