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
1476
$136 ﹤0.01%
+2
1477
$136 ﹤0.01%
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1478
$136 ﹤0.01%
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1479
$136 ﹤0.01%
+3
1480
$135 ﹤0.01%
6
-13
1481
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-7
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$128 ﹤0.01%
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1491
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+2
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$127 ﹤0.01%
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$126 ﹤0.01%
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$125 ﹤0.01%
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$124 ﹤0.01%
+4
1498
$123 ﹤0.01%
18
-72
1499
$121 ﹤0.01%
+1
1500
$121 ﹤0.01%
+7
58 59
60
61 62