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
1026
$646 ﹤0.01%
+25
1027
$644 ﹤0.01%
+3
1028
$641 ﹤0.01%
+12
1029
$639 ﹤0.01%
+18
1030
$639 ﹤0.01%
96
-41
1031
$636 ﹤0.01%
30
1032
$635 ﹤0.01%
9
+1
1033
$635 ﹤0.01%
+2
1034
$634 ﹤0.01%
+296
1035
$632 ﹤0.01%
+67
1036
$632 ﹤0.01%
188
+39
1037
$630 ﹤0.01%
6
1038
$630 ﹤0.01%
+3
1039
$628 ﹤0.01%
+2
1040
$627 ﹤0.01%
10
+4
1041
$625 ﹤0.01%
17
1042
$623 ﹤0.01%
+19
1043
$623 ﹤0.01%
+2
1044
$620 ﹤0.01%
+18
1045
$619 ﹤0.01%
22
-4
1046
$618 ﹤0.01%
53
-7
1047
$618 ﹤0.01%
+12
1048
$615 ﹤0.01%
+11
1049
$606 ﹤0.01%
6
+2
1050
$605 ﹤0.01%
+162
40 41
42
43 44