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
1376
$204 ﹤0.01%
+8
1377
$203 ﹤0.01%
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1378
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1379
$203 ﹤0.01%
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$199 ﹤0.01%
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2
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1387
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2
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$195 ﹤0.01%
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3
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1390
$193 ﹤0.01%
+9
1391
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+3
1392
$192 ﹤0.01%
+1
1393
$191 ﹤0.01%
4
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$190 ﹤0.01%
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1397
$189 ﹤0.01%
+4
1398
$189 ﹤0.01%
+17
1399
$189 ﹤0.01%
+1
1400
$188 ﹤0.01%
+2
54 55
56
57 58