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
476
$4.35K ﹤0.01%
+15
477
$4.28K ﹤0.01%
8
+3
478
$4.2K ﹤0.01%
4
+1
479
$4.2K ﹤0.01%
13
+8
480
$4.11K ﹤0.01%
20
481
$4.07K ﹤0.01%
8
+1
482
$4.01K ﹤0.01%
44
+6
483
$4K ﹤0.01%
+22
484
$3.99K ﹤0.01%
368
+213
485
$3.92K ﹤0.01%
18
+14
486
$3.91K ﹤0.01%
2
+1
487
$3.91K ﹤0.01%
772
488
$3.9K ﹤0.01%
13
+8
489
$3.88K ﹤0.01%
69
+43
490
$3.85K ﹤0.01%
11
+9
491
$3.83K ﹤0.01%
42
-1
492
$3.79K ﹤0.01%
64
493
$3.78K ﹤0.01%
59
+48
494
$3.75K ﹤0.01%
44
+21
495
$3.71K ﹤0.01%
12
+6
496
$3.67K ﹤0.01%
+40
497
$3.66K ﹤0.01%
5
+3
498
$3.66K ﹤0.01%
26
-2
499
$3.64K ﹤0.01%
9
+4
500
$3.64K ﹤0.01%
217
+134
18 19
20
21 22