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
601
$1.45K ﹤0.01%
+10
602
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+11
603
$1.44K ﹤0.01%
+27
604
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5
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605
$1.43K ﹤0.01%
+14
606
$1.43K ﹤0.01%
+15
607
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+15
608
$1.41K ﹤0.01%
+30
609
$1.41K ﹤0.01%
+20
610
$1.39K ﹤0.01%
+9
611
$1.39K ﹤0.01%
+5
612
$1.39K ﹤0.01%
+25
613
$1.38K ﹤0.01%
+26
614
$1.37K ﹤0.01%
+9
615
$1.35K ﹤0.01%
+15
616
$1.35K ﹤0.01%
+2
617
$1.34K ﹤0.01%
37
618
$1.33K ﹤0.01%
+35
619
$1.32K ﹤0.01%
+13
620
$1.31K ﹤0.01%
26
-136
621
$1.28K ﹤0.01%
+32
622
$1.28K ﹤0.01%
+7
623
$1.27K ﹤0.01%
+15
624
$1.26K ﹤0.01%
60
625
$1.25K ﹤0.01%
+14
23 24
25
26 27