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
1251
$351 ﹤0.01%
+8
1252
$350 ﹤0.01%
+4
1253
$349 ﹤0.01%
4
-2
1254
$348 ﹤0.01%
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-28
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$345 ﹤0.01%
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1256
$345 ﹤0.01%
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-10
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$343 ﹤0.01%
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1258
$337 ﹤0.01%
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$337 ﹤0.01%
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$336 ﹤0.01%
+2
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$335 ﹤0.01%
+3
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$328 ﹤0.01%
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$328 ﹤0.01%
1
-1
1264
$328 ﹤0.01%
+9
1265
$327 ﹤0.01%
+3
1266
$326 ﹤0.01%
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1267
$326 ﹤0.01%
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$325 ﹤0.01%
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$325 ﹤0.01%
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$324 ﹤0.01%
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$324 ﹤0.01%
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1272
$323 ﹤0.01%
+2
1273
$320 ﹤0.01%
+3
1274
$318 ﹤0.01%
6
-2
1275
$316 ﹤0.01%
+5
49 50
51
52 53