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
701
$1.44K ﹤0.01%
+39
702
$1.44K ﹤0.01%
5
+2
703
$1.43K ﹤0.01%
+27
704
$1.43K ﹤0.01%
+21
705
$1.43K ﹤0.01%
+15
706
$1.43K ﹤0.01%
4
+3
707
$1.43K ﹤0.01%
25
+14
708
$1.41K ﹤0.01%
+14
709
$1.41K ﹤0.01%
9
+3
710
$1.41K ﹤0.01%
+4
711
$1.4K ﹤0.01%
+6
712
$1.4K ﹤0.01%
13
713
$1.39K ﹤0.01%
305
-268
714
$1.39K ﹤0.01%
30
+25
715
$1.39K ﹤0.01%
+11
716
$1.39K ﹤0.01%
+31
717
$1.38K ﹤0.01%
7
+4
718
$1.38K ﹤0.01%
+24
719
$1.38K ﹤0.01%
9
-5
720
$1.38K ﹤0.01%
15
-2
721
$1.37K ﹤0.01%
17
+15
722
$1.37K ﹤0.01%
5
-3
723
$1.36K ﹤0.01%
+17
724
$1.36K ﹤0.01%
42
+24
725
$1.36K ﹤0.01%
4
+3
27 28
29
30 31