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
851
$1.03K ﹤0.01%
+6
852
$1.03K ﹤0.01%
59
-36
853
$1.03K ﹤0.01%
+14
854
$1.03K ﹤0.01%
+10
855
$1.03K ﹤0.01%
912
+669
856
$1.03K ﹤0.01%
+40
857
$1.03K ﹤0.01%
22
858
$1.03K ﹤0.01%
+16
859
$1.03K ﹤0.01%
+20
860
$1.03K ﹤0.01%
10
-13
861
$1.03K ﹤0.01%
2
-2
862
$1.02K ﹤0.01%
42
-9
863
$1.02K ﹤0.01%
2
864
$1.02K ﹤0.01%
+14
865
$1.02K ﹤0.01%
+2
866
$1.02K ﹤0.01%
+9
867
$1.02K ﹤0.01%
+6
868
$1.02K ﹤0.01%
7
+3
869
$1.01K ﹤0.01%
+17
870
$1.01K ﹤0.01%
30
-7
871
$1.01K ﹤0.01%
+7
872
$1K ﹤0.01%
+19
873
$1K ﹤0.01%
27
-17
874
$999 ﹤0.01%
+33
875
$996 ﹤0.01%
9
-8
33 34
35
36 37