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
726
$641 ﹤0.01%
+4
727
$635 ﹤0.01%
+2
728
$635 ﹤0.01%
+1
729
$632 ﹤0.01%
100
730
$630 ﹤0.01%
+3
731
$628 ﹤0.01%
+22
732
$624 ﹤0.01%
+3
733
$607 ﹤0.01%
+91
734
$606 ﹤0.01%
+1,313
735
$605 ﹤0.01%
+18
736
$604 ﹤0.01%
+6
737
$598 ﹤0.01%
5
+3
738
$597 ﹤0.01%
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739
$595 ﹤0.01%
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740
$594 ﹤0.01%
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741
$593 ﹤0.01%
6
742
$592 ﹤0.01%
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743
$588 ﹤0.01%
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744
$588 ﹤0.01%
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745
$583 ﹤0.01%
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746
$582 ﹤0.01%
+8
747
$580 ﹤0.01%
+10
748
$580 ﹤0.01%
+6
749
$577 ﹤0.01%
+56
750
$569 ﹤0.01%
+4
28 29
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