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
776
$1.2K ﹤0.01%
23
-2
777
$1.19K ﹤0.01%
+12
778
$1.19K ﹤0.01%
56
-37
779
$1.19K ﹤0.01%
+5
780
$1.19K ﹤0.01%
+30
781
$1.19K ﹤0.01%
4
+1
782
$1.18K ﹤0.01%
12
+7
783
$1.18K ﹤0.01%
+6
784
$1.18K ﹤0.01%
50
+23
785
$1.18K ﹤0.01%
+8
786
$1.18K ﹤0.01%
+26
787
$1.18K ﹤0.01%
4
+2
788
$1.18K ﹤0.01%
+21
789
$1.18K ﹤0.01%
+16
790
$1.18K ﹤0.01%
+28
791
$1.18K ﹤0.01%
+1
792
$1.17K ﹤0.01%
10
+3
793
$1.17K ﹤0.01%
18
-1
794
$1.17K ﹤0.01%
+17
795
$1.16K ﹤0.01%
21
-2
796
$1.15K ﹤0.01%
5
+1
797
$1.15K ﹤0.01%
+102
798
$1.15K ﹤0.01%
21
+4
799
$1.15K ﹤0.01%
35
+18
800
$1.15K ﹤0.01%
21
-32
30 31
32
33 34