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
551
$2.71K ﹤0.01%
27
+22
552
$2.7K ﹤0.01%
10
+4
553
$2.7K ﹤0.01%
22
+9
554
$2.7K ﹤0.01%
35
+12
555
$2.69K ﹤0.01%
23
-1
556
$2.68K ﹤0.01%
36
+18
557
$2.67K ﹤0.01%
65
-46
558
$2.67K ﹤0.01%
21
+17
559
$2.66K ﹤0.01%
1,000
560
$2.63K ﹤0.01%
16
+7
561
$2.62K ﹤0.01%
9
+4
562
$2.61K ﹤0.01%
+57
563
$2.58K ﹤0.01%
20
+16
564
$2.58K ﹤0.01%
13
+5
565
$2.58K ﹤0.01%
24
-2
566
$2.56K ﹤0.01%
20
+8
567
$2.56K ﹤0.01%
+24
568
$2.54K ﹤0.01%
24
+8
569
$2.52K ﹤0.01%
58
+28
570
$2.51K ﹤0.01%
79
+48
571
$2.48K ﹤0.01%
3
+2
572
$2.47K ﹤0.01%
18
+13
573
$2.45K ﹤0.01%
75
-170
574
$2.43K ﹤0.01%
10
+5
575
$2.42K ﹤0.01%
9
+7
21 22
23
24 25