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
951
$779 ﹤0.01%
+10
952
$775 ﹤0.01%
+29
953
$773 ﹤0.01%
+11
954
$773 ﹤0.01%
+19
955
$772 ﹤0.01%
+33
956
$772 ﹤0.01%
5
+1
957
$768 ﹤0.01%
+1
958
$767 ﹤0.01%
19
-13
959
$764 ﹤0.01%
12
-4
960
$762 ﹤0.01%
16
961
$762 ﹤0.01%
166
962
$754 ﹤0.01%
+16
963
$754 ﹤0.01%
6
-10
964
$753 ﹤0.01%
14
+4
965
$753 ﹤0.01%
+35
966
$753 ﹤0.01%
397
967
$752 ﹤0.01%
+260
968
$751 ﹤0.01%
30
969
$749 ﹤0.01%
9
-8
970
$748 ﹤0.01%
+16
971
$741 ﹤0.01%
+17
972
$741 ﹤0.01%
+5
973
$734 ﹤0.01%
3
974
$732 ﹤0.01%
7
+1
975
$729 ﹤0.01%
+136
37 38
39
40 41