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
551
$1.85K ﹤0.01%
+9
552
$1.84K ﹤0.01%
+63
553
$1.82K ﹤0.01%
+3
554
$1.82K ﹤0.01%
+13
555
$1.81K ﹤0.01%
1,000
556
$1.81K ﹤0.01%
+93
557
$1.81K ﹤0.01%
15
+4
558
$1.8K ﹤0.01%
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559
$1.79K ﹤0.01%
+13
560
$1.79K ﹤0.01%
18
-568
561
$1.77K ﹤0.01%
+17
562
$1.75K ﹤0.01%
+13
563
$1.75K ﹤0.01%
+24
564
$1.74K ﹤0.01%
+44
565
$1.74K ﹤0.01%
+31
566
$1.74K ﹤0.01%
+15
567
$1.72K ﹤0.01%
+72
568
$1.72K ﹤0.01%
+4
569
$1.7K ﹤0.01%
+5
570
$1.67K ﹤0.01%
+17
571
$1.66K ﹤0.01%
38
+33
572
$1.65K ﹤0.01%
+13
573
$1.65K ﹤0.01%
+8
574
$1.63K ﹤0.01%
+23
575
$1.63K ﹤0.01%
+6
21 22
23
24 25