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
826
$511 ﹤0.01%
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827
$508 ﹤0.01%
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828
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829
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830
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831
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832
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833
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835
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836
$506 ﹤0.01%
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837
$505 ﹤0.01%
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838
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839
$505 ﹤0.01%
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841
$505 ﹤0.01%
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842
$505 ﹤0.01%
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843
$505 ﹤0.01%
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844
$504 ﹤0.01%
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$504 ﹤0.01%
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846
$504 ﹤0.01%
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847
$503 ﹤0.01%
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848
$503 ﹤0.01%
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849
$502 ﹤0.01%
+5
850
$501 ﹤0.01%
+53
32 33
34
35 36