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
626
$1.25K ﹤0.01%
+83
627
$1.24K ﹤0.01%
+23
628
$1.24K ﹤0.01%
+18
629
$1.23K ﹤0.01%
+4
630
$1.22K ﹤0.01%
+15
631
$1.22K ﹤0.01%
+18
632
$1.21K ﹤0.01%
+12
633
$1.2K ﹤0.01%
+5
634
$1.2K ﹤0.01%
+6
635
$1.2K ﹤0.01%
+11
636
$1.2K ﹤0.01%
+55
637
$1.18K ﹤0.01%
+42
638
$1.17K ﹤0.01%
+6
639
$1.16K ﹤0.01%
+5
640
$1.16K ﹤0.01%
+2
641
$1.16K ﹤0.01%
+31
642
$1.15K ﹤0.01%
+25
643
$1.15K ﹤0.01%
+51
644
$1.14K ﹤0.01%
+119
645
$1.14K ﹤0.01%
+5
646
$1.14K ﹤0.01%
+30
647
$1.14K ﹤0.01%
+18
648
$1.12K ﹤0.01%
+22
649
$1.11K ﹤0.01%
+12
650
$1.09K ﹤0.01%
+19
24 25
26
27 28