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
1001
$688 ﹤0.01%
83
-6
1002
$686 ﹤0.01%
+10
1003
$684 ﹤0.01%
+7
1004
$684 ﹤0.01%
+55
1005
$676 ﹤0.01%
+6
1006
$674 ﹤0.01%
11
1007
$674 ﹤0.01%
203
+158
1008
$674 ﹤0.01%
+16
1009
$673 ﹤0.01%
+2
1010
$672 ﹤0.01%
+6
1011
$672 ﹤0.01%
+14
1012
$666 ﹤0.01%
7
-1
1013
$666 ﹤0.01%
+11
1014
$664 ﹤0.01%
105
+7
1015
$663 ﹤0.01%
+8
1016
$663 ﹤0.01%
+25
1017
$658 ﹤0.01%
+5
1018
$655 ﹤0.01%
13
+3
1019
$654 ﹤0.01%
+19
1020
$654 ﹤0.01%
+8
1021
$654 ﹤0.01%
8
-10
1022
$653 ﹤0.01%
+273
1023
$649 ﹤0.01%
+10
1024
$647 ﹤0.01%
15
+3
1025
$646 ﹤0.01%
27
+6
39 40
41
42 43