RWM

Rialto Wealth Management Portfolio holdings

AUM $358M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.2M
3
+$13M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.77%
2 Healthcare 1.91%
3 Industrials 1.25%
4 Financials 1.13%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$666K 0.22%
+12,695
77
$653K 0.22%
+9,570
78
$645K 0.21%
+11,082
79
$631K 0.21%
+3,841
80
$591K 0.2%
+3,655
81
$585K 0.19%
+998
82
$583K 0.19%
+11,722
83
$548K 0.18%
+1,209
84
$544K 0.18%
+23,693
85
$535K 0.18%
+5,068
86
$533K 0.18%
+10,468
87
$532K 0.18%
+5,343
88
$510K 0.17%
+4,523
89
$506K 0.17%
+21,803
90
$504K 0.17%
+1,751
91
$498K 0.16%
+1,240
92
$493K 0.16%
+15,696
93
$473K 0.16%
+18,285
94
$448K 0.15%
+1,870
95
$442K 0.15%
+3,054
96
$442K 0.15%
+3,054
97
$431K 0.14%
+10,636
98
$425K 0.14%
+4,398
99
$423K 0.14%
+2,785
100
$411K 0.14%
+15,472
2 3
4
5 6