RWM

Rialto Wealth Management Portfolio holdings

AUM $388M
1-Year Est. Return 11.09%
This Quarter Est. Return
1 Year Est. Return
+11.09%
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
901
$479 ﹤0.01%
+22
902
$476 ﹤0.01%
+12
903
$476 ﹤0.01%
+43
904
$475 ﹤0.01%
+833
905
$475 ﹤0.01%
+10
906
$474 ﹤0.01%
+35
907
$474 ﹤0.01%
+21
908
$474 ﹤0.01%
+5
909
$473 ﹤0.01%
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910
$472 ﹤0.01%
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911
$472 ﹤0.01%
+417
912
$471 ﹤0.01%
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913
$470 ﹤0.01%
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914
$470 ﹤0.01%
+1
915
$469 ﹤0.01%
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916
$469 ﹤0.01%
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917
$467 ﹤0.01%
+7
918
$466 ﹤0.01%
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919
$466 ﹤0.01%
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920
$466 ﹤0.01%
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921
$465 ﹤0.01%
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922
$464 ﹤0.01%
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923
$464 ﹤0.01%
+54
924
$463 ﹤0.01%
+53
925
$462 ﹤0.01%
+21
35 36
37
38 39