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
$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
476
$3.21K ﹤0.01%
+34
477
$3.19K ﹤0.01%
80
478
$3.19K ﹤0.01%
214
+32
479
$3.19K ﹤0.01%
+20
480
$3.15K ﹤0.01%
+58
481
$3.15K ﹤0.01%
+23
482
$3.06K ﹤0.01%
+33
483
$2.98K ﹤0.01%
+38
484
$2.96K ﹤0.01%
1,000
485
$2.91K ﹤0.01%
+38
486
$2.86K ﹤0.01%
+82
487
$2.84K ﹤0.01%
26
-3
488
$2.84K ﹤0.01%
+3
489
$2.79K ﹤0.01%
6
+3
490
$2.75K ﹤0.01%
+13
491
$2.73K ﹤0.01%
+53
492
$2.72K ﹤0.01%
+34
493
$2.69K ﹤0.01%
+40
494
$2.67K ﹤0.01%
+24
495
$2.65K ﹤0.01%
+33
496
$2.63K ﹤0.01%
+6
497
$2.62K ﹤0.01%
+26
498
$2.54K ﹤0.01%
14
+7
499
$2.54K ﹤0.01%
61
+11
500
$2.45K ﹤0.01%
+3
18 19
20
21 22