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
1426
$171 ﹤0.01%
+9
1427
$171 ﹤0.01%
+2
1428
$170 ﹤0.01%
+1
1429
$170 ﹤0.01%
+2
1430
$169 ﹤0.01%
+1
1431
$168 ﹤0.01%
+1
1432
$167 ﹤0.01%
+15
1433
$167 ﹤0.01%
+3
1434
$166 ﹤0.01%
3
-6
1435
$166 ﹤0.01%
+1
1436
$166 ﹤0.01%
19
+16
1437
$164 ﹤0.01%
+9
1438
$164 ﹤0.01%
+3
1439
$163 ﹤0.01%
+5
1440
$162 ﹤0.01%
+2
1441
$161 ﹤0.01%
2
-6
1442
$160 ﹤0.01%
+1
1443
$158 ﹤0.01%
+5
1444
$156 ﹤0.01%
+3
1445
$156 ﹤0.01%
+5
1446
$155 ﹤0.01%
+1
1447
$155 ﹤0.01%
+2
1448
$154 ﹤0.01%
+4
1449
$154 ﹤0.01%
+7
1450
$154 ﹤0.01%
+12
56 57
58
59 60