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
576
$2.42K ﹤0.01%
10
+5
577
$2.41K ﹤0.01%
30
+18
578
$2.4K ﹤0.01%
11
+8
579
$2.4K ﹤0.01%
9
+4
580
$2.4K ﹤0.01%
131
+107
581
$2.38K ﹤0.01%
+28
582
$2.36K ﹤0.01%
80
+49
583
$2.34K ﹤0.01%
15
+11
584
$2.33K ﹤0.01%
241
+27
585
$2.33K ﹤0.01%
+19
586
$2.33K ﹤0.01%
7
+4
587
$2.31K ﹤0.01%
18
+12
588
$2.3K ﹤0.01%
9
+6
589
$2.29K ﹤0.01%
37
+28
590
$2.29K ﹤0.01%
13
+8
591
$2.29K ﹤0.01%
17
+1
592
$2.26K ﹤0.01%
62
+42
593
$2.25K ﹤0.01%
+17
594
$2.22K ﹤0.01%
12
+9
595
$2.22K ﹤0.01%
21
-13
596
$2.21K ﹤0.01%
39
+8
597
$2.2K ﹤0.01%
+7
598
$2.19K ﹤0.01%
17
+4
599
$2.15K ﹤0.01%
+11
600
$2.1K ﹤0.01%
+20
22 23
24
25 26