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
601
$2.1K ﹤0.01%
36
+9
602
$2.1K ﹤0.01%
3
603
$2.1K ﹤0.01%
14
+1
604
$2.09K ﹤0.01%
+82
605
$2.09K ﹤0.01%
234
+112
606
$2.08K ﹤0.01%
20
+9
607
$2.08K ﹤0.01%
+2
608
$2.08K ﹤0.01%
54
+32
609
$2.08K ﹤0.01%
84
+68
610
$2.05K ﹤0.01%
20
-1
611
$2.05K ﹤0.01%
8
+2
612
$2.02K ﹤0.01%
96
-9
613
$2K ﹤0.01%
13
+10
614
$1.98K ﹤0.01%
18
-2
615
$1.97K ﹤0.01%
+47
616
$1.97K ﹤0.01%
8
+1
617
$1.96K ﹤0.01%
4
+2
618
$1.95K ﹤0.01%
45
+20
619
$1.95K ﹤0.01%
93
+25
620
$1.93K ﹤0.01%
26
+17
621
$1.93K ﹤0.01%
24
+13
622
$1.92K ﹤0.01%
27
+6
623
$1.92K ﹤0.01%
17
+5
624
$1.92K ﹤0.01%
5
+3
625
$1.91K ﹤0.01%
+15
23 24
25
26 27