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
1601
$64 ﹤0.01%
+2
1602
$64 ﹤0.01%
+2
1603
$64 ﹤0.01%
+1
1604
$63 ﹤0.01%
+1
1605
$62 ﹤0.01%
+2
1606
$62 ﹤0.01%
+1
1607
$61 ﹤0.01%
+1
1608
$61 ﹤0.01%
+1
1609
$60 ﹤0.01%
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1610
$59 ﹤0.01%
+4
1611
$59 ﹤0.01%
+9
1612
$59 ﹤0.01%
7
-36
1613
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1614
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+6
1615
$57 ﹤0.01%
1
-6
1616
$57 ﹤0.01%
+1
1617
$57 ﹤0.01%
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1618
$57 ﹤0.01%
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1619
$57 ﹤0.01%
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1620
$56 ﹤0.01%
+1
1621
$56 ﹤0.01%
+1
1622
$56 ﹤0.01%
+2
1623
$56 ﹤0.01%
+1
1624
$55 ﹤0.01%
+2
1625
$54 ﹤0.01%
+1
63 64
65
66 67