RWM

Rialto Wealth Management Portfolio holdings

AUM $358M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$18.2M
3
+$13M
4
BND icon
Vanguard Total Bond Market
BND
+$12.5M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$11.3M

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.77%
2 Healthcare 1.91%
3 Industrials 1.25%
4 Financials 1.13%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$127K 0.04%
+559
177
$127K 0.04%
+2,469
178
$127K 0.04%
+1,050
179
$127K 0.04%
+642
180
$125K 0.04%
+2,115
181
$123K 0.04%
+1,000
182
$121K 0.04%
+156
183
$118K 0.04%
+500
184
$109K 0.04%
+430
185
$109K 0.04%
+899
186
$109K 0.04%
+942
187
$106K 0.04%
+1,882
188
$105K 0.03%
+4,809
189
$105K 0.03%
+10,410
190
$103K 0.03%
+560
191
$103K 0.03%
+500
192
$102K 0.03%
+1,806
193
$102K 0.03%
+1,475
194
$101K 0.03%
+4,572
195
$100K 0.03%
+3,351
196
$100K 0.03%
+2,314
197
$98.2K 0.03%
+1,087
198
$96.8K 0.03%
+923
199
$96.2K 0.03%
+900
200
$95.9K 0.03%
+229
6 7
8
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