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
1501
$121 ﹤0.01%
+4
1502
$119 ﹤0.01%
+28
1503
$118 ﹤0.01%
+8
1504
$118 ﹤0.01%
+2
1505
$116 ﹤0.01%
+1
1506
$116 ﹤0.01%
+9
1507
$114 ﹤0.01%
+2
1508
$114 ﹤0.01%
+2
1509
$114 ﹤0.01%
+2
1510
$113 ﹤0.01%
+12
1511
$113 ﹤0.01%
+2
1512
$112 ﹤0.01%
+1
1513
$112 ﹤0.01%
+4
1514
$111 ﹤0.01%
+8
1515
$111 ﹤0.01%
+3
1516
$110 ﹤0.01%
+25
1517
$110 ﹤0.01%
+3
1518
$109 ﹤0.01%
4
-11
1519
$108 ﹤0.01%
+20
1520
$107 ﹤0.01%
+7
1521
$106 ﹤0.01%
+5
1522
$106 ﹤0.01%
+1
1523
$106 ﹤0.01%
+1
1524
$105 ﹤0.01%
+2
1525
$103 ﹤0.01%
+3
59 60
61
62 63