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
76
$804K 0.22%
12,663
77
$788K 0.22%
1,798
-17
78
$787K 0.22%
96,680
79
$768K 0.21%
1,040
+27
80
$754K 0.21%
6,540
81
$720K 0.2%
3,335
-40
82
$715K 0.2%
9,763
-64
83
$709K 0.2%
3,651
84
$676K 0.19%
11,501
+223
85
$632K 0.18%
14,912
86
$620K 0.17%
1,277
+5
87
$615K 0.17%
5,883
+164
88
$608K 0.17%
20,380
-91
89
$598K 0.17%
26,038
-107
90
$588K 0.16%
11,613
91
$583K 0.16%
3,698
92
$556K 0.16%
16,071
-437
93
$545K 0.15%
5,126
+25
94
$544K 0.15%
10,664
95
$540K 0.15%
3,286
-29
96
$464K 0.13%
18,321
+15
97
$455K 0.13%
1,592
-131
98
$431K 0.12%
27,386
+16,200
99
$426K 0.12%
13,876
100
$423K 0.12%
5,346
-24
2 3
4
5 6