RWM

Rialto Wealth Management Portfolio holdings

AUM $358M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.2M
3
+$13M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.77%
2 Healthcare 1.91%
3 Industrials 1.25%
4 Financials 1.13%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$407K 0.13%
+7,878
102
$406K 0.13%
+16,526
103
$401K 0.13%
+4,213
104
$383K 0.13%
+1,421
105
$377K 0.12%
+1,994
106
$373K 0.12%
+6,693
107
$372K 0.12%
+3,974
108
$367K 0.12%
+5,370
109
$360K 0.12%
+3,889
110
$337K 0.11%
+1,164
111
$331K 0.11%
+1,509
112
$324K 0.11%
+2,504
113
$322K 0.11%
+1,500
114
$320K 0.11%
+4,146
115
$320K 0.11%
+2,210
116
$319K 0.11%
+2,000
117
$319K 0.11%
+2,964
118
$309K 0.1%
+4,084
119
$301K 0.1%
+4,377
120
$294K 0.1%
+2,640
121
$293K 0.1%
+877
122
$291K 0.1%
+1,716
123
$288K 0.1%
+9,879
124
$285K 0.09%
+2,760
125
$281K 0.09%
+9,142
3 4
5
6 7