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
1326
$242 ﹤0.01%
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1327
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1328
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1329
$240 ﹤0.01%
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1330
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1331
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1332
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1333
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1334
$231 ﹤0.01%
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1335
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1337
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1340
$227 ﹤0.01%
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1341
$226 ﹤0.01%
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1342
$225 ﹤0.01%
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1343
$225 ﹤0.01%
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1344
$225 ﹤0.01%
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1345
$224 ﹤0.01%
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1346
$223 ﹤0.01%
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1347
$223 ﹤0.01%
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1348
$222 ﹤0.01%
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1349
$222 ﹤0.01%
+37
1350
$222 ﹤0.01%
+5
52 53
54
55 56