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
501
$3.61K ﹤0.01%
59
502
$3.56K ﹤0.01%
17
+5
503
$3.49K ﹤0.01%
21
+17
504
$3.47K ﹤0.01%
36
+28
505
$3.47K ﹤0.01%
22
+9
506
$3.43K ﹤0.01%
146
+91
507
$3.43K ﹤0.01%
112
+32
508
$3.39K ﹤0.01%
33
+10
509
$3.36K ﹤0.01%
9
+4
510
$3.36K ﹤0.01%
36
+12
511
$3.35K ﹤0.01%
634
512
$3.35K ﹤0.01%
135
513
$3.34K ﹤0.01%
15
+7
514
$3.3K ﹤0.01%
18
+15
515
$3.3K ﹤0.01%
31
+25
516
$3.28K ﹤0.01%
76
+31
517
$3.26K ﹤0.01%
14
+1
518
$3.24K ﹤0.01%
37
+13
519
$3.23K ﹤0.01%
+27
520
$3.21K ﹤0.01%
9
+3
521
$3.21K ﹤0.01%
55
+22
522
$3.17K ﹤0.01%
+28
523
$3.17K ﹤0.01%
17
+13
524
$3.15K ﹤0.01%
107
+85
525
$3.14K ﹤0.01%
10
+3
19 20
21
22 23