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
1101
$553 ﹤0.01%
+36
1102
$553 ﹤0.01%
+5
1103
$553 ﹤0.01%
+381
1104
$551 ﹤0.01%
64
+20
1105
$551 ﹤0.01%
+122
1106
$548 ﹤0.01%
+333
1107
$548 ﹤0.01%
+6
1108
$548 ﹤0.01%
+16
1109
$548 ﹤0.01%
2
-6
1110
$544 ﹤0.01%
23
+7
1111
$544 ﹤0.01%
17
1112
$541 ﹤0.01%
3
1113
$541 ﹤0.01%
+50
1114
$540 ﹤0.01%
+3
1115
$540 ﹤0.01%
+74
1116
$538 ﹤0.01%
8
-21
1117
$537 ﹤0.01%
+7
1118
$535 ﹤0.01%
+7
1119
$535 ﹤0.01%
29
1120
$534 ﹤0.01%
+27
1121
$533 ﹤0.01%
26
-50
1122
$532 ﹤0.01%
+400
1123
$531 ﹤0.01%
5
1124
$531 ﹤0.01%
7
-2
1125
$530 ﹤0.01%
+11
43 44
45
46 47