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
476
$2.75K ﹤0.01%
+38
477
$2.72K ﹤0.01%
+182
478
$2.6K ﹤0.01%
+1,000
479
$2.57K ﹤0.01%
+165
480
$2.13K ﹤0.01%
+308
481
$2.02K ﹤0.01%
+1,000
482
$1.95K ﹤0.01%
+26
483
$1.86K ﹤0.01%
+50
484
$1.77K ﹤0.01%
+10
485
$1.76K ﹤0.01%
+98
486
$1.52K ﹤0.01%
+122
487
$1.48K ﹤0.01%
+37
488
$1.33K ﹤0.01%
+7
489
$1.28K ﹤0.01%
+11
490
$1.26K ﹤0.01%
+3
491
$1.23K ﹤0.01%
+44
492
$1.21K ﹤0.01%
+14
493
$1.07K ﹤0.01%
+82
494
$1.03K ﹤0.01%
+60
495
$1.03K ﹤0.01%
+21
496
$1.03K ﹤0.01%
+39
497
$995 ﹤0.01%
+789
498
$961 ﹤0.01%
+397
499
$870 ﹤0.01%
+100
500
$785 ﹤0.01%
+59
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