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
651
$1.07K ﹤0.01%
+49
652
$1.07K ﹤0.01%
+4
653
$1.06K ﹤0.01%
122
654
$1.06K ﹤0.01%
+35
655
$1.06K ﹤0.01%
+9
656
$1.05K ﹤0.01%
+36
657
$1.05K ﹤0.01%
+30
658
$1.04K ﹤0.01%
+18
659
$1.04K ﹤0.01%
+29
660
$1.04K ﹤0.01%
+28
661
$1.04K ﹤0.01%
+56
662
$1.03K ﹤0.01%
+57
663
$1.03K ﹤0.01%
21
664
$1.02K ﹤0.01%
+5
665
$1.02K ﹤0.01%
+15
666
$1.01K ﹤0.01%
+28
667
$1.01K ﹤0.01%
+31
668
$1.01K ﹤0.01%
+5
669
$1K ﹤0.01%
+13
670
$1K ﹤0.01%
+14
671
$999 ﹤0.01%
+5
672
$996 ﹤0.01%
+2
673
$994 ﹤0.01%
+16
674
$988 ﹤0.01%
+12
675
$964 ﹤0.01%
+12
25 26
27
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