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
151
$193K 0.06%
9,927
152
$184K 0.06%
195
+6
153
$183K 0.06%
8,980
+954
154
$179K 0.06%
1,389
155
$179K 0.06%
8,018
156
$177K 0.06%
4,869
-776
157
$169K 0.05%
1,340
-1,164
158
$165K 0.05%
1,756
+270
159
$164K 0.05%
818
-60
160
$162K 0.05%
1,047
+12
161
$161K 0.05%
831
162
$160K 0.05%
1,040
+22
163
$159K 0.05%
1,896
+6
164
$156K 0.05%
3,489
165
$155K 0.05%
905
-400
166
$151K 0.05%
1,799
-40
167
$139K 0.04%
1,185
-43
168
$139K 0.04%
1,249
169
$138K 0.04%
167
+11
170
$134K 0.04%
402
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171
$134K 0.04%
605
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172
$133K 0.04%
564
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173
$130K 0.04%
2,469
174
$128K 0.04%
503
+3
175
$124K 0.04%
569
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7
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