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
676
$962 ﹤0.01%
+6
677
$957 ﹤0.01%
+22
678
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+31
679
$926 ﹤0.01%
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680
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681
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682
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+17
683
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+137
684
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+6
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$875 ﹤0.01%
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+4
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$863 ﹤0.01%
+573
688
$863 ﹤0.01%
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689
$863 ﹤0.01%
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690
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691
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+11
692
$818 ﹤0.01%
16
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697
$792 ﹤0.01%
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698
$790 ﹤0.01%
+29
699
$785 ﹤0.01%
+6
700
$784 ﹤0.01%
+8
26 27
28
29 30