RWM

Rialto Wealth Management Portfolio holdings

AUM $358M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.2M
3
+$13M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.77%
2 Healthcare 1.91%
3 Industrials 1.25%
4 Financials 1.13%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.55M 0.51%
+19,708
52
$1.54M 0.51%
+8,073
53
$1.44M 0.48%
+2,823
54
$1.36M 0.45%
+50,904
55
$1.3M 0.43%
+48,815
56
$1.28M 0.42%
+54,628
57
$1.2M 0.4%
+3,346
58
$1.19M 0.39%
+42,816
59
$1.14M 0.38%
+18,561
60
$1.14M 0.38%
+25,402
61
$1.13M 0.37%
+48,995
62
$1.03M 0.34%
+22,749
63
$978K 0.32%
+28,260
64
$964K 0.32%
+36,799
65
$926K 0.31%
+6,214
66
$836K 0.28%
+1,467
67
$823K 0.27%
+7,114
68
$818K 0.27%
+24,967
69
$769K 0.25%
+2,952
70
$751K 0.25%
+3,397
71
$745K 0.25%
+1,815
72
$711K 0.23%
+96,680
73
$698K 0.23%
+6,568
74
$676K 0.22%
+3,651
75
$674K 0.22%
+11,465
1 2
3
4 5