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
1401
$187 ﹤0.01%
+2
1402
$187 ﹤0.01%
76
-15
1403
$185 ﹤0.01%
+3
1404
$185 ﹤0.01%
+2
1405
$184 ﹤0.01%
+12
1406
$184 ﹤0.01%
+4
1407
$183 ﹤0.01%
+2
1408
$182 ﹤0.01%
+4
1409
$182 ﹤0.01%
+4
1410
$182 ﹤0.01%
+2
1411
$182 ﹤0.01%
+1
1412
$180 ﹤0.01%
+2
1413
$180 ﹤0.01%
+5
1414
$180 ﹤0.01%
+8
1415
$179 ﹤0.01%
+2
1416
$179 ﹤0.01%
+4
1417
$178 ﹤0.01%
+4
1418
$177 ﹤0.01%
+8
1419
$175 ﹤0.01%
+1
1420
$175 ﹤0.01%
4
-7
1421
$174 ﹤0.01%
+2
1422
$173 ﹤0.01%
+1
1423
$172 ﹤0.01%
+3
1424
$172 ﹤0.01%
+40
1425
$172 ﹤0.01%
+2
55 56
57
58 59