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
751
$1.26K ﹤0.01%
+17
752
$1.26K ﹤0.01%
7
+4
753
$1.26K ﹤0.01%
7
+4
754
$1.25K ﹤0.01%
+79
755
$1.25K ﹤0.01%
14
+7
756
$1.25K ﹤0.01%
+7
757
$1.24K ﹤0.01%
10
-6
758
$1.24K ﹤0.01%
1,313
759
$1.24K ﹤0.01%
+24
760
$1.24K ﹤0.01%
+10
761
$1.24K ﹤0.01%
25
+4
762
$1.24K ﹤0.01%
12
-2
763
$1.24K ﹤0.01%
42
+15
764
$1.23K ﹤0.01%
+7
765
$1.23K ﹤0.01%
44
+22
766
$1.22K ﹤0.01%
9
+5
767
$1.22K ﹤0.01%
15
+7
768
$1.22K ﹤0.01%
5
+3
769
$1.22K ﹤0.01%
+106
770
$1.21K ﹤0.01%
+10
771
$1.21K ﹤0.01%
+3
772
$1.21K ﹤0.01%
+730
773
$1.21K ﹤0.01%
8
+4
774
$1.21K ﹤0.01%
17
+9
775
$1.2K ﹤0.01%
+5
29 30
31
32 33