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
51
$1.78M 0.5%
57,354
+37
52
$1.71M 0.48%
40,493
+6
53
$1.68M 0.47%
9,150
+2,928
54
$1.65M 0.46%
18,120
+7,332
55
$1.62M 0.45%
48,114
+27,494
56
$1.59M 0.44%
8,127
57
$1.56M 0.44%
67,198
+7,378
58
$1.55M 0.43%
31,870
-133
59
$1.48M 0.41%
49,223
+5
60
$1.46M 0.41%
19,696
+360
61
$1.45M 0.41%
18,023
-918
62
$1.44M 0.4%
22,043
+5,517
63
$1.35M 0.38%
3,400
+7
64
$1.34M 0.37%
19,558
+7,504
65
$1.24M 0.35%
45,571
-3,164
66
$1.16M 0.32%
32,288
-36
67
$1.15M 0.32%
2,088
+2
68
$1.14M 0.32%
84,426
69
$1.12M 0.31%
24,624
70
$1.06M 0.29%
22,833
+818
71
$1.04M 0.29%
7,141
+16
72
$1,000K 0.28%
35,649
+15
73
$926K 0.26%
17,532
+9,820
74
$833K 0.23%
1,471
-2
75
$827K 0.23%
2,961
+2
1 2
3
4 5