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
1226
$399 ﹤0.01%
+14
1227
$398 ﹤0.01%
+4
1228
$397 ﹤0.01%
7
1229
$395 ﹤0.01%
+2
1230
$394 ﹤0.01%
+3
1231
$391 ﹤0.01%
+6
1232
$385 ﹤0.01%
4
-8
1233
$385 ﹤0.01%
+7
1234
$385 ﹤0.01%
+1
1235
$383 ﹤0.01%
+5
1236
$378 ﹤0.01%
+2
1237
$378 ﹤0.01%
+3
1238
$377 ﹤0.01%
+14
1239
$377 ﹤0.01%
+8
1240
$374 ﹤0.01%
17
-3
1241
$371 ﹤0.01%
+11
1242
$369 ﹤0.01%
+11
1243
$364 ﹤0.01%
4
1244
$364 ﹤0.01%
+2
1245
$363 ﹤0.01%
+2
1246
$362 ﹤0.01%
+2
1247
$361 ﹤0.01%
2
-2
1248
$361 ﹤0.01%
+2
1249
$356 ﹤0.01%
+4
1250
$352 ﹤0.01%
7
+4
48 49
50
51 52