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
976
$729 ﹤0.01%
20
+5
977
$729 ﹤0.01%
10
978
$728 ﹤0.01%
13
+5
979
$727 ﹤0.01%
7
-27
980
$717 ﹤0.01%
+8
981
$716 ﹤0.01%
+3
982
$715 ﹤0.01%
+325
983
$715 ﹤0.01%
9
-6
984
$714 ﹤0.01%
+50
985
$713 ﹤0.01%
+5
986
$708 ﹤0.01%
+4
987
$708 ﹤0.01%
102
+2
988
$703 ﹤0.01%
+21
989
$702 ﹤0.01%
18
-41
990
$698 ﹤0.01%
+22
991
$697 ﹤0.01%
153
+8
992
$695 ﹤0.01%
+60
993
$694 ﹤0.01%
8
-4
994
$694 ﹤0.01%
+3
995
$694 ﹤0.01%
+2
996
$693 ﹤0.01%
+6
997
$691 ﹤0.01%
+1
998
$691 ﹤0.01%
+5
999
$690 ﹤0.01%
+23
1000
$690 ﹤0.01%
11
+10
38 39
40
41 42