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
1301
$268 ﹤0.01%
+30
1302
$267 ﹤0.01%
2
1303
$266 ﹤0.01%
+7
1304
$266 ﹤0.01%
+6
1305
$264 ﹤0.01%
2
-2
1306
$264 ﹤0.01%
+2
1307
$264 ﹤0.01%
+2
1308
$263 ﹤0.01%
+2
1309
$259 ﹤0.01%
+1
1310
$258 ﹤0.01%
+4
1311
$258 ﹤0.01%
+5
1312
$257 ﹤0.01%
33
-44
1313
$256 ﹤0.01%
+6
1314
$256 ﹤0.01%
+3
1315
$254 ﹤0.01%
+6
1316
$252 ﹤0.01%
+3
1317
$250 ﹤0.01%
+6
1318
$248 ﹤0.01%
+2
1319
$248 ﹤0.01%
+2
1320
$246 ﹤0.01%
+2
1321
$246 ﹤0.01%
+2
1322
$246 ﹤0.01%
+3
1323
$245 ﹤0.01%
+1
1324
$245 ﹤0.01%
+4
1325
$243 ﹤0.01%
2
-2
51 52
53
54 55