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
1276
$316 ﹤0.01%
+3
1277
$315 ﹤0.01%
+2
1278
$315 ﹤0.01%
+1
1279
$314 ﹤0.01%
+7
1280
$311 ﹤0.01%
+2
1281
$309 ﹤0.01%
+8
1282
$308 ﹤0.01%
2
-1
1283
$305 ﹤0.01%
+4
1284
$305 ﹤0.01%
+3
1285
$304 ﹤0.01%
+2
1286
$304 ﹤0.01%
10
-8
1287
$298 ﹤0.01%
+1
1288
$296 ﹤0.01%
+3
1289
$294 ﹤0.01%
+2
1290
$291 ﹤0.01%
+6
1291
$287 ﹤0.01%
+1
1292
$286 ﹤0.01%
+2
1293
$285 ﹤0.01%
+2
1294
$282 ﹤0.01%
+3
1295
$281 ﹤0.01%
12
-14
1296
$280 ﹤0.01%
+2
1297
$280 ﹤0.01%
+13
1298
$276 ﹤0.01%
2
-11
1299
$275 ﹤0.01%
+5
1300
$269 ﹤0.01%
3
-12
50 51
52
53 54