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
526
$3.13K ﹤0.01%
10
+1
527
$3.13K ﹤0.01%
31
+16
528
$3.12K ﹤0.01%
+34
529
$3.09K ﹤0.01%
9
+7
530
$3.08K ﹤0.01%
36
+30
531
$3.07K ﹤0.01%
+26
532
$3.06K ﹤0.01%
7
+6
533
$3.04K ﹤0.01%
20
+16
534
$3.04K ﹤0.01%
24
+18
535
$3.03K ﹤0.01%
11
+9
536
$3.01K ﹤0.01%
37
+27
537
$3.01K ﹤0.01%
42
+27
538
$2.94K ﹤0.01%
7
+1
539
$2.93K ﹤0.01%
14
540
$2.86K ﹤0.01%
17
+4
541
$2.84K ﹤0.01%
7
-1
542
$2.81K ﹤0.01%
57
+27
543
$2.8K ﹤0.01%
20
+14
544
$2.78K ﹤0.01%
17
+5
545
$2.78K ﹤0.01%
9
+4
546
$2.74K ﹤0.01%
+31
547
$2.74K ﹤0.01%
+359
548
$2.73K ﹤0.01%
30
+13
549
$2.72K ﹤0.01%
31
+11
550
$2.71K ﹤0.01%
17
+7
20 21
22
23 24