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
26
$3.18M 0.89%
15,509
-92
27
$2.89M 0.81%
121,377
-2,015
28
$2.89M 0.81%
62,305
+9,404
29
$2.8M 0.78%
25,645
+28
30
$2.78M 0.78%
84,439
+28,709
31
$2.66M 0.74%
33,429
-612
32
$2.65M 0.74%
42,752
+93
33
$2.64M 0.74%
29,636
+1,354
34
$2.57M 0.72%
105,220
-4,318
35
$2.45M 0.69%
33,758
-1,255
36
$2.45M 0.68%
26,660
-37
37
$2.43M 0.68%
49,179
-1,228
38
$2.4M 0.67%
26,877
+1,117
39
$2.4M 0.67%
40,015
+3,614
40
$2.38M 0.67%
6,787
41
$2.32M 0.65%
26,607
-566
42
$2.22M 0.62%
90,667
+68
43
$2.21M 0.62%
43,551
-7,421
44
$2.18M 0.61%
21,978
+562
45
$2.07M 0.58%
42,312
+6,921
46
$2.05M 0.57%
25,692
-63
47
$1.9M 0.53%
64,156
+9,141
48
$1.9M 0.53%
79,871
+19,915
49
$1.81M 0.5%
18,951
-6
50
$1.79M 0.5%
18,387
+1,947
1
2
3 4 5