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
1051
$600 ﹤0.01%
57
+19
1052
$600 ﹤0.01%
+6
1053
$597 ﹤0.01%
+4
1054
$595 ﹤0.01%
+43
1055
$594 ﹤0.01%
67
-14
1056
$594 ﹤0.01%
87
+5
1057
$594 ﹤0.01%
+46
1058
$590 ﹤0.01%
+100
1059
$589 ﹤0.01%
12
1060
$589 ﹤0.01%
12
1061
$588 ﹤0.01%
+35
1062
$587 ﹤0.01%
26
+5
1063
$584 ﹤0.01%
593
+297
1064
$583 ﹤0.01%
+10
1065
$583 ﹤0.01%
+2
1066
$582 ﹤0.01%
210
+60
1067
$582 ﹤0.01%
6
-10
1068
$581 ﹤0.01%
+16
1069
$581 ﹤0.01%
+91
1070
$581 ﹤0.01%
89
1071
$578 ﹤0.01%
43
+7
1072
$577 ﹤0.01%
48
-6
1073
$576 ﹤0.01%
+8
1074
$575 ﹤0.01%
+4
1075
$575 ﹤0.01%
+62
41 42
43
44 45