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
101
$419K 0.12%
3,011
-18
102
$416K 0.12%
7,876
103
$410K 0.11%
4,213
104
$405K 0.11%
955
-285
105
$405K 0.11%
1,421
106
$388K 0.11%
3,917
+14
107
$386K 0.11%
2,188
+61
108
$378K 0.11%
3,974
109
$372K 0.1%
1,694
+40
110
$369K 0.1%
1,517
+14
111
$361K 0.1%
3,194
-644
112
$352K 0.1%
2,836
+78
113
$349K 0.1%
2,284
+58
114
$347K 0.1%
2,000
115
$340K 0.1%
6,309
+305
116
$332K 0.09%
3,081
+87
117
$331K 0.09%
4,205
-4
118
$326K 0.09%
918
+27
119
$324K 0.09%
4,377
120
$318K 0.09%
2,410
+36
121
$307K 0.09%
2,814
+54
122
$300K 0.08%
2,332
+83
123
$295K 0.08%
2,326
124
$288K 0.08%
1,627
+2
125
$286K 0.08%
2,120
3 4
5
6 7