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
726
$1.36K ﹤0.01%
34
+6
727
$1.35K ﹤0.01%
13
-2
728
$1.35K ﹤0.01%
+4
729
$1.35K ﹤0.01%
+13
730
$1.35K ﹤0.01%
24
-14
731
$1.35K ﹤0.01%
+43
732
$1.35K ﹤0.01%
+66
733
$1.34K ﹤0.01%
9
-5
734
$1.33K ﹤0.01%
+33
735
$1.32K ﹤0.01%
10
+5
736
$1.32K ﹤0.01%
83
-15
737
$1.32K ﹤0.01%
+29
738
$1.32K ﹤0.01%
25
-7
739
$1.31K ﹤0.01%
5
740
$1.3K ﹤0.01%
+8
741
$1.3K ﹤0.01%
+9
742
$1.3K ﹤0.01%
+89
743
$1.3K ﹤0.01%
10
-5
744
$1.29K ﹤0.01%
16
+1
745
$1.29K ﹤0.01%
+5
746
$1.29K ﹤0.01%
+21
747
$1.29K ﹤0.01%
8
+5
748
$1.28K ﹤0.01%
25
-21
749
$1.28K ﹤0.01%
+10
750
$1.27K ﹤0.01%
7
-1
28 29
30
31 32