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
$319M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Top Buys

1
+$8.5M
2
+$4.98M
3
+$2.31M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.28M
5
DISV icon
Dimensional International Small Cap Value ETF
DISV
+$1.17M

Top Sells

1
+$2.82M
2
+$346K
3
+$239K
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$202K
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$188K

Sector Composition

1 Technology 4.06%
2 Healthcare 1.78%
3 Industrials 1.23%
4 Financials 1.15%
5 Real Estate 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$265K 0.08%
6,728
-1,440
127
$264K 0.08%
2,000
128
$261K 0.08%
2,249
-11
129
$259K 0.08%
1,932
-36
130
$259K 0.08%
2,120
-50
131
$257K 0.08%
3,651
-1,719
132
$256K 0.08%
2,760
133
$250K 0.08%
681
+11
134
$248K 0.08%
11,532
+36
135
$240K 0.08%
2,326
136
$239K 0.07%
889
+12
137
$233K 0.07%
11,902
-605
138
$231K 0.07%
1,104
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139
$231K 0.07%
754
140
$230K 0.07%
1,421
141
$222K 0.07%
1,304
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142
$219K 0.07%
894
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143
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2,170
144
$218K 0.07%
7,729
-1,413
145
$214K 0.07%
11,186
146
$213K 0.07%
8,031
147
$210K 0.07%
672
-492
148
$208K 0.07%
3,042
-700
149
$203K 0.06%
1,758
-50
150
$197K 0.06%
2,336
4 5
6
7 8