RWM

Rialto Wealth Management Portfolio holdings

AUM $388M
1-Year Est. Return 11.09%
This Quarter Est. Return
1 Year Est. Return
+11.09%
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
26
$2.68M 0.84%
25,617
27
$2.67M 0.84%
109,538
+2,434
28
$2.66M 0.83%
123,392
-4,554
29
$2.62M 0.82%
34,041
-1,055
30
$2.58M 0.81%
50,972
-2,991
31
$2.56M 0.8%
28,282
-227
32
$2.54M 0.8%
23,425
+397
33
$2.49M 0.78%
42,659
+251
34
$2.45M 0.77%
52,901
+6,311
35
$2.45M 0.77%
26,697
-30,760
36
$2.28M 0.72%
50,407
-441
37
$2.22M 0.7%
35,013
-247
38
$2.19M 0.69%
27,173
39
$2.16M 0.68%
6,787
-138
40
$2.12M 0.67%
21,416
+3,197
41
$2.11M 0.66%
25,760
+1,166
42
$2.02M 0.63%
25,755
-16
43
$2M 0.63%
90,599
-231
44
$1.96M 0.62%
36,401
+2,896
45
$1.76M 0.55%
35,391
-979
46
$1.7M 0.53%
57,317
-3,257
47
$1.67M 0.52%
40,487
-796
48
$1.62M 0.51%
55,730
+40,258
49
$1.57M 0.49%
16,440
-274
50
$1.55M 0.49%
8,127
+54
1
2
3 4 5