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
1126
$530 ﹤0.01%
+20
1127
$529 ﹤0.01%
+375
1128
$529 ﹤0.01%
13
-10
1129
$529 ﹤0.01%
+46
1130
$528 ﹤0.01%
+6
1131
$525 ﹤0.01%
+413
1132
$520 ﹤0.01%
34
+16
1133
$520 ﹤0.01%
+27
1134
$520 ﹤0.01%
+13
1135
$519 ﹤0.01%
+6
1136
$519 ﹤0.01%
+27
1137
$516 ﹤0.01%
+6
1138
$516 ﹤0.01%
+3
1139
$515 ﹤0.01%
+4
1140
$515 ﹤0.01%
16
-2
1141
$514 ﹤0.01%
33
+6
1142
$514 ﹤0.01%
20
-43
1143
$513 ﹤0.01%
+15
1144
$513 ﹤0.01%
+112
1145
$510 ﹤0.01%
+132
1146
$510 ﹤0.01%
14
-7
1147
$510 ﹤0.01%
18
-4
1148
$509 ﹤0.01%
+100
1149
$508 ﹤0.01%
+7
1150
$506 ﹤0.01%
117
+17
44 45
46
47 48