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
901
$896 ﹤0.01%
+26
902
$895 ﹤0.01%
9
+3
903
$893 ﹤0.01%
27
-18
904
$890 ﹤0.01%
19
+9
905
$886 ﹤0.01%
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906
$884 ﹤0.01%
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-4
907
$882 ﹤0.01%
4
908
$882 ﹤0.01%
24
+10
909
$881 ﹤0.01%
32
+2
910
$874 ﹤0.01%
+2
911
$871 ﹤0.01%
+5
912
$867 ﹤0.01%
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+5
913
$867 ﹤0.01%
+10
914
$865 ﹤0.01%
9
+5
915
$864 ﹤0.01%
27
+14
916
$864 ﹤0.01%
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917
$860 ﹤0.01%
+10
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919
$859 ﹤0.01%
75
+40
920
$853 ﹤0.01%
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921
$844 ﹤0.01%
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922
$844 ﹤0.01%
5
+2
923
$840 ﹤0.01%
+15
924
$838 ﹤0.01%
16
925
$834 ﹤0.01%
+3
35 36
37
38 39