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
126
$284K 0.08%
1,428
+7
127
$281K 0.08%
2,778
+2,244
128
$269K 0.08%
929
+35
129
$267K 0.07%
12,607
+1,075
130
$266K 0.07%
3,427
131
$262K 0.07%
10,218
-350
132
$258K 0.07%
1,459
-192
133
$256K 0.07%
699
+18
134
$256K 0.07%
754
135
$244K 0.07%
893
+4
136
$236K 0.07%
1,650
-716
137
$234K 0.07%
11,902
138
$227K 0.06%
2,000
139
$223K 0.06%
+4,102
140
$222K 0.06%
8,031
141
$221K 0.06%
2,194
+24
142
$221K 0.06%
3,183
-468
143
$221K 0.06%
7,498
-231
144
$213K 0.06%
827
+9
145
$212K 0.06%
1,578
-180
146
$211K 0.06%
5,170
-1,558
147
$209K 0.06%
1,311
+7
148
$208K 0.06%
1,119
+15
149
$204K 0.06%
9,038
+1,020
150
$198K 0.06%
200
+5
4 5
6
7 8