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
576
$1.63K ﹤0.01%
+68
577
$1.63K ﹤0.01%
+21
578
$1.59K ﹤0.01%
+33
579
$1.59K ﹤0.01%
+17
580
$1.59K ﹤0.01%
+9
581
$1.58K ﹤0.01%
+8
582
$1.57K ﹤0.01%
+6
583
$1.57K ﹤0.01%
+15
584
$1.56K ﹤0.01%
+34
585
$1.55K ﹤0.01%
155
-145
586
$1.55K ﹤0.01%
+21
587
$1.55K ﹤0.01%
+37
588
$1.54K ﹤0.01%
+15
589
$1.54K ﹤0.01%
+16
590
$1.54K ﹤0.01%
+45
591
$1.54K ﹤0.01%
+32
592
$1.53K ﹤0.01%
+5
593
$1.51K ﹤0.01%
+23
594
$1.5K ﹤0.01%
+8
595
$1.5K ﹤0.01%
+12
596
$1.49K ﹤0.01%
+25
597
$1.49K ﹤0.01%
+6
598
$1.47K ﹤0.01%
+10
599
$1.45K ﹤0.01%
+17
600
$1.45K ﹤0.01%
+13
22 23
24
25 26