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
151
$198K 0.06%
4,881
+12
152
$197K 0.06%
675
+3
153
$194K 0.05%
9,926
-1
154
$185K 0.05%
1,389
155
$184K 0.05%
8,980
156
$177K 0.05%
1,340
157
$174K 0.05%
1,912
+16
158
$174K 0.05%
5,751
+2,481
159
$165K 0.05%
1,760
+4
160
$165K 0.05%
1,924
+125
161
$165K 0.05%
1,033
-7
162
$162K 0.05%
1,000
163
$157K 0.04%
510
+7
164
$156K 0.04%
3,489
165
$152K 0.04%
1,046
-1
166
$150K 0.04%
1,057
+29
167
$145K 0.04%
642
168
$144K 0.04%
1,087
-845
169
$141K 0.04%
1,015
-170
170
$137K 0.04%
1,249
171
$136K 0.04%
1,000
+12
172
$136K 0.04%
342
-60
173
$133K 0.04%
3,072
+2,717
174
$133K 0.04%
576
+12
175
$132K 0.04%
2,469
5 6
7
8 9