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
1201
$452 ﹤0.01%
+305
1202
$451 ﹤0.01%
4
-15
1203
$449 ﹤0.01%
2
1204
$448 ﹤0.01%
+1
1205
$448 ﹤0.01%
+20
1206
$447 ﹤0.01%
+2
1207
$446 ﹤0.01%
1
-3
1208
$446 ﹤0.01%
15
-14
1209
$445 ﹤0.01%
3
1210
$440 ﹤0.01%
3
-1
1211
$437 ﹤0.01%
+4
1212
$433 ﹤0.01%
+3
1213
$430 ﹤0.01%
7
-1
1214
$430 ﹤0.01%
+3
1215
$426 ﹤0.01%
+7
1216
$426 ﹤0.01%
+20
1217
$422 ﹤0.01%
+6
1218
$420 ﹤0.01%
+4
1219
$420 ﹤0.01%
+4
1220
$419 ﹤0.01%
+42
1221
$418 ﹤0.01%
+1
1222
$415 ﹤0.01%
+2
1223
$407 ﹤0.01%
+5
1224
$407 ﹤0.01%
+2
1225
$407 ﹤0.01%
+5
47 48
49
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