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
501
$2.43K ﹤0.01%
120
502
$2.39K ﹤0.01%
+34
503
$2.39K ﹤0.01%
+40
504
$2.39K ﹤0.01%
165
505
$2.35K ﹤0.01%
+13
506
$2.33K ﹤0.01%
+13
507
$2.32K ﹤0.01%
+19
508
$2.32K ﹤0.01%
+22
509
$2.28K ﹤0.01%
+8
510
$2.26K ﹤0.01%
+29
511
$2.25K ﹤0.01%
+10
512
$2.24K ﹤0.01%
+65
513
$2.23K ﹤0.01%
+105
514
$2.19K ﹤0.01%
+16
515
$2.17K ﹤0.01%
+286
516
$2.15K ﹤0.01%
+59
517
$2.12K ﹤0.01%
+36
518
$2.11K ﹤0.01%
+16
519
$2.11K ﹤0.01%
+16
520
$2.09K ﹤0.01%
+103
521
$2.08K ﹤0.01%
+49
522
$2.07K ﹤0.01%
+14
523
$2.07K ﹤0.01%
+14
524
$2.05K ﹤0.01%
12
+2
525
$2.03K ﹤0.01%
+45
19 20
21
22 23