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
1351
$221 ﹤0.01%
+3
1352
$220 ﹤0.01%
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1353
$220 ﹤0.01%
+3
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$220 ﹤0.01%
+8
1355
$219 ﹤0.01%
+1
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2
-3
1358
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1359
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1360
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-45
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+11
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$213 ﹤0.01%
+4
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$213 ﹤0.01%
+3
1366
$211 ﹤0.01%
+3
1367
$211 ﹤0.01%
+2
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$210 ﹤0.01%
3
-4
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$207 ﹤0.01%
+2
1370
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3
-5
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$206 ﹤0.01%
4
-86
1372
$206 ﹤0.01%
+3
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$206 ﹤0.01%
+6
1374
$206 ﹤0.01%
2
-4
1375
$205 ﹤0.01%
+20
53 54
55
56 57