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
526
$2.03K ﹤0.01%
+76
527
$2.02K ﹤0.01%
+7
528
$2.01K ﹤0.01%
+23
529
$2.01K ﹤0.01%
+17
530
$2.01K ﹤0.01%
+46
531
$1.98K ﹤0.01%
+38
532
$1.98K ﹤0.01%
+23
533
$1.98K ﹤0.01%
+45
534
$1.98K ﹤0.01%
+115
535
$1.97K ﹤0.01%
+26
536
$1.95K ﹤0.01%
98
537
$1.95K ﹤0.01%
+17
538
$1.95K ﹤0.01%
+14
539
$1.94K ﹤0.01%
+4
540
$1.93K ﹤0.01%
+20
541
$1.92K ﹤0.01%
+95
542
$1.91K ﹤0.01%
+8
543
$1.91K ﹤0.01%
+14
544
$1.91K ﹤0.01%
+18
545
$1.9K ﹤0.01%
+12
546
$1.89K ﹤0.01%
+24
547
$1.88K ﹤0.01%
+11
548
$1.86K ﹤0.01%
+13
549
$1.85K ﹤0.01%
+1
550
$1.85K ﹤0.01%
+5
20 21
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