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
626
$1.91K ﹤0.01%
1,000
627
$1.9K ﹤0.01%
+20
628
$1.89K ﹤0.01%
13
+7
629
$1.88K ﹤0.01%
+287
630
$1.88K ﹤0.01%
13
+6
631
$1.87K ﹤0.01%
15
+13
632
$1.86K ﹤0.01%
8
-2
633
$1.85K ﹤0.01%
+6
634
$1.85K ﹤0.01%
12
+3
635
$1.83K ﹤0.01%
+22
636
$1.83K ﹤0.01%
+1
637
$1.83K ﹤0.01%
16
-6
638
$1.82K ﹤0.01%
+512
639
$1.82K ﹤0.01%
8
+6
640
$1.81K ﹤0.01%
+10
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$1.81K ﹤0.01%
35
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642
$1.8K ﹤0.01%
+23
643
$1.79K ﹤0.01%
+23
644
$1.79K ﹤0.01%
+11
645
$1.79K ﹤0.01%
+6
646
$1.79K ﹤0.01%
+24
647
$1.78K ﹤0.01%
+34
648
$1.76K ﹤0.01%
13
+8
649
$1.75K ﹤0.01%
+28
650
$1.75K ﹤0.01%
22
+12
24 25
26
27 28