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
1076
$575 ﹤0.01%
+29
1077
$574 ﹤0.01%
+1
1078
$574 ﹤0.01%
15
+2
1079
$573 ﹤0.01%
+13
1080
$572 ﹤0.01%
+5
1081
$572 ﹤0.01%
9
-1
1082
$571 ﹤0.01%
+19
1083
$570 ﹤0.01%
6
+1
1084
$570 ﹤0.01%
+463
1085
$568 ﹤0.01%
4
-19
1086
$568 ﹤0.01%
+20
1087
$567 ﹤0.01%
2
-2
1088
$567 ﹤0.01%
+156
1089
$565 ﹤0.01%
403
-298
1090
$563 ﹤0.01%
3
1091
$561 ﹤0.01%
+10
1092
$561 ﹤0.01%
+15
1093
$561 ﹤0.01%
5
+1
1094
$561 ﹤0.01%
3
-3
1095
$560 ﹤0.01%
+7
1096
$560 ﹤0.01%
27
-22
1097
$557 ﹤0.01%
+1
1098
$557 ﹤0.01%
7
-2
1099
$555 ﹤0.01%
5
+1
1100
$555 ﹤0.01%
+10
42 43
44
45 46