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
826
$1.08K ﹤0.01%
10
+3
827
$1.08K ﹤0.01%
+11
828
$1.07K ﹤0.01%
+11
829
$1.07K ﹤0.01%
36
-6
830
$1.07K ﹤0.01%
+2
831
$1.07K ﹤0.01%
+50
832
$1.07K ﹤0.01%
+49
833
$1.07K ﹤0.01%
12
+6
834
$1.06K ﹤0.01%
11
-7
835
$1.06K ﹤0.01%
24
+2
836
$1.06K ﹤0.01%
77
+18
837
$1.06K ﹤0.01%
+3
838
$1.06K ﹤0.01%
11
-3
839
$1.05K ﹤0.01%
+18
840
$1.05K ﹤0.01%
65
+36
841
$1.05K ﹤0.01%
+27
842
$1.05K ﹤0.01%
+3
843
$1.05K ﹤0.01%
11
-23
844
$1.04K ﹤0.01%
11
+6
845
$1.04K ﹤0.01%
+19
846
$1.04K ﹤0.01%
+4
847
$1.04K ﹤0.01%
6
-4
848
$1.04K ﹤0.01%
+4
849
$1.04K ﹤0.01%
+6
850
$1.04K ﹤0.01%
+13
32 33
34
35 36