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
651
$1.75K ﹤0.01%
17
652
$1.74K ﹤0.01%
+14
653
$1.74K ﹤0.01%
51
-21
654
$1.73K ﹤0.01%
+6
655
$1.73K ﹤0.01%
+6
656
$1.71K ﹤0.01%
+19
657
$1.71K ﹤0.01%
+31
658
$1.71K ﹤0.01%
15
-11
659
$1.7K ﹤0.01%
19
-7
660
$1.69K ﹤0.01%
16
+1
661
$1.67K ﹤0.01%
34
-4
662
$1.67K ﹤0.01%
+11
663
$1.66K ﹤0.01%
5
+3
664
$1.66K ﹤0.01%
+105
665
$1.65K ﹤0.01%
7
+4
666
$1.65K ﹤0.01%
15
667
$1.65K ﹤0.01%
+3
668
$1.64K ﹤0.01%
21
-17
669
$1.64K ﹤0.01%
4
+3
670
$1.63K ﹤0.01%
44
-5
671
$1.63K ﹤0.01%
+54
672
$1.61K ﹤0.01%
+12
673
$1.61K ﹤0.01%
9
+3
674
$1.61K ﹤0.01%
31
-9
675
$1.6K ﹤0.01%
+39
25 26
27
28 29