RWM

Rialto Wealth Management Portfolio holdings

AUM $418M
1-Year Est. Return 15.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.3%
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
+$2.48M
2
+$2.29M
3
+$1.81M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.43M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$1.13M

Top Sells

1
+$1.8M
2
+$376K
3
+$375K
4
IBHE
iShares iBonds 2025 Term High Yield and Income ETF
IBHE
+$354K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$307K

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
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