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
1176
$484 ﹤0.01%
+1
1177
$483 ﹤0.01%
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1178
$483 ﹤0.01%
+6
1179
$483 ﹤0.01%
+19
1180
$482 ﹤0.01%
+11
1181
$481 ﹤0.01%
10
-2
1182
$480 ﹤0.01%
+1,081
1183
$479 ﹤0.01%
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1184
$477 ﹤0.01%
+6
1185
$477 ﹤0.01%
2
-2
1186
$477 ﹤0.01%
+7
1187
$474 ﹤0.01%
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1188
$473 ﹤0.01%
+3
1189
$472 ﹤0.01%
+10
1190
$469 ﹤0.01%
24
1191
$468 ﹤0.01%
+9
1192
$466 ﹤0.01%
+2
1193
$466 ﹤0.01%
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1194
$465 ﹤0.01%
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1195
$465 ﹤0.01%
+10
1196
$465 ﹤0.01%
+34
1197
$463 ﹤0.01%
+3
1198
$463 ﹤0.01%
+2
1199
$461 ﹤0.01%
4
-1
1200
$460 ﹤0.01%
+20
46 47
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49 50