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
876
$991 ﹤0.01%
+62
877
$984 ﹤0.01%
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878
$981 ﹤0.01%
+19
879
$980 ﹤0.01%
+24
880
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+3
881
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+3
882
$979 ﹤0.01%
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883
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+18
884
$969 ﹤0.01%
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885
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886
$965 ﹤0.01%
86
+46
887
$945 ﹤0.01%
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888
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889
$939 ﹤0.01%
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890
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891
$935 ﹤0.01%
+26
892
$927 ﹤0.01%
+29
893
$920 ﹤0.01%
3
+1
894
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10
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895
$911 ﹤0.01%
+13
896
$910 ﹤0.01%
12
897
$904 ﹤0.01%
42
+18
898
$902 ﹤0.01%
2
+1
899
$897 ﹤0.01%
+9
900
$896 ﹤0.01%
+28
34 35
36
37 38