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
926
$833 ﹤0.01%
+12
927
$833 ﹤0.01%
+39
928
$832 ﹤0.01%
+28
929
$832 ﹤0.01%
12
+5
930
$830 ﹤0.01%
3
931
$828 ﹤0.01%
9
+3
932
$824 ﹤0.01%
5
+2
933
$821 ﹤0.01%
31
-51
934
$819 ﹤0.01%
+19
935
$814 ﹤0.01%
24
+9
936
$812 ﹤0.01%
+6
937
$804 ﹤0.01%
31
938
$801 ﹤0.01%
12
-14
939
$801 ﹤0.01%
28
+8
940
$799 ﹤0.01%
+16
941
$799 ﹤0.01%
+11
942
$798 ﹤0.01%
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943
$798 ﹤0.01%
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944
$798 ﹤0.01%
8
+2
945
$795 ﹤0.01%
6
+2
946
$792 ﹤0.01%
+16
947
$790 ﹤0.01%
+11
948
$783 ﹤0.01%
+10
949
$782 ﹤0.01%
+13
950
$781 ﹤0.01%
+36
36 37
38
39 40