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
$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
926
$461 ﹤0.01%
+6
927
$460 ﹤0.01%
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928
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+1
929
$460 ﹤0.01%
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930
$459 ﹤0.01%
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931
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932
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933
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934
$457 ﹤0.01%
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935
$455 ﹤0.01%
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936
$455 ﹤0.01%
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937
$455 ﹤0.01%
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938
$454 ﹤0.01%
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939
$454 ﹤0.01%
+1,220
940
$453 ﹤0.01%
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941
$453 ﹤0.01%
+4
942
$450 ﹤0.01%
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943
$450 ﹤0.01%
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944
$446 ﹤0.01%
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945
$445 ﹤0.01%
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946
$444 ﹤0.01%
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947
$443 ﹤0.01%
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948
$442 ﹤0.01%
+11
949
$442 ﹤0.01%
+2
950
$441 ﹤0.01%
+4
36 37
38
39 40