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
451
$7.35K ﹤0.01%
196
452
$7.32K ﹤0.01%
64
+14
453
$7.28K ﹤0.01%
204
-476
454
$7.21K ﹤0.01%
44
+11
455
$7.2K ﹤0.01%
352
+50
456
$7.12K ﹤0.01%
+25
457
$6.87K ﹤0.01%
86
+1
458
$6.84K ﹤0.01%
57
+11
459
$6.64K ﹤0.01%
99
-57
460
$6.64K ﹤0.01%
+96
461
$6.58K ﹤0.01%
41
+26
462
$6.06K ﹤0.01%
88
463
$5.99K ﹤0.01%
96
464
$5.89K ﹤0.01%
27
+13
465
$5.61K ﹤0.01%
104
+4
466
$5.35K ﹤0.01%
162
467
$5.33K ﹤0.01%
157
468
$5.19K ﹤0.01%
220
469
$5.05K ﹤0.01%
2,525
470
$4.97K ﹤0.01%
1,450
471
$4.96K ﹤0.01%
51
+43
472
$4.92K ﹤0.01%
117
473
$4.66K ﹤0.01%
120
474
$4.58K ﹤0.01%
53
475
$4.38K ﹤0.01%
91
17 18
19
20 21