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
26
$2.95M 0.97%
+25,617
27
$2.9M 0.96%
+127,946
28
$2.81M 0.93%
+35,096
29
$2.72M 0.9%
+53,963
30
$2.64M 0.87%
+42,408
31
$2.58M 0.85%
+107,104
32
$2.54M 0.84%
+28,509
33
$2.43M 0.8%
+27,173
34
$2.31M 0.76%
+6,925
35
$2.25M 0.74%
+25,771
36
$2.24M 0.74%
+50,848
37
$2.14M 0.71%
+35,260
38
$2.11M 0.7%
+46,590
39
$2.11M 0.7%
+90,830
40
$1.86M 0.61%
+24,594
41
$1.85M 0.61%
+60,574
42
$1.85M 0.61%
+31,885
43
$1.82M 0.6%
+36,370
44
$1.78M 0.59%
+84,426
45
$1.77M 0.58%
+18,219
46
$1.75M 0.58%
+33,505
47
$1.69M 0.56%
+41,283
48
$1.67M 0.55%
+19,011
49
$1.6M 0.53%
+16,714
50
$1.56M 0.52%
+32,650
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