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
176
$122K 0.04%
1,325
-22
177
$121K 0.04%
2,666
-950
178
$120K 0.04%
4,258
+815
179
$119K 0.04%
2,387
+487
180
$116K 0.04%
2,115
181
$114K 0.04%
1,017
+17
182
$109K 0.03%
942
183
$107K 0.03%
4,809
184
$107K 0.03%
1,000
185
$107K 0.03%
642
186
$106K 0.03%
1,028
-22
187
$105K 0.03%
500
188
$105K 0.03%
430
189
$103K 0.03%
4,572
190
$102K 0.03%
2,314
191
$101K 0.03%
1,806
192
$98.4K 0.03%
3,270
-81
193
$97.8K 0.03%
900
194
$97.5K 0.03%
1,882
195
$97.2K 0.03%
1,478
+3
196
$93K 0.03%
753
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197
$91.1K 0.03%
2,955
-4,540
198
$90.9K 0.03%
1,515
199
$90.8K 0.03%
1,589
200
$90.4K 0.03%
923
6 7
8
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