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
801
$1.15K ﹤0.01%
9
+3
802
$1.14K ﹤0.01%
82
-33
803
$1.14K ﹤0.01%
+17
804
$1.14K ﹤0.01%
+6
805
$1.14K ﹤0.01%
14
-19
806
$1.14K ﹤0.01%
+10
807
$1.13K ﹤0.01%
35
+7
808
$1.13K ﹤0.01%
3
+1
809
$1.12K ﹤0.01%
+39
810
$1.12K ﹤0.01%
+47
811
$1.12K ﹤0.01%
+25
812
$1.12K ﹤0.01%
95
+64
813
$1.11K ﹤0.01%
+7
814
$1.11K ﹤0.01%
+60
815
$1.11K ﹤0.01%
60
816
$1.1K ﹤0.01%
21
+11
817
$1.1K ﹤0.01%
27
+16
818
$1.1K ﹤0.01%
4
+2
819
$1.09K ﹤0.01%
159
820
$1.09K ﹤0.01%
5
+3
821
$1.09K ﹤0.01%
+5
822
$1.09K ﹤0.01%
26
-39
823
$1.08K ﹤0.01%
+55
824
$1.08K ﹤0.01%
+57
825
$1.08K ﹤0.01%
11
-6
31 32
33
34 35