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
176
$130K 0.04%
166
-1
177
$129K 0.04%
2,570
+1,131
178
$126K 0.04%
1,325
179
$126K 0.04%
571
+2
180
$126K 0.04%
1,023
+8
181
$125K 0.04%
2,115
182
$123K 0.03%
500
183
$122K 0.03%
430
184
$121K 0.03%
1,806
185
$119K 0.03%
942
186
$118K 0.03%
2,730
+64
187
$117K 0.03%
1,644
-692
188
$114K 0.03%
1,032
+15
189
$110K 0.03%
208
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190
$108K 0.03%
2,530
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191
$107K 0.03%
1,478
192
$107K 0.03%
800
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193
$106K 0.03%
4,809
194
$104K 0.03%
606
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195
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4,572
196
$103K 0.03%
578
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197
$102K 0.03%
1,882
198
$101K 0.03%
495
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199
$101K 0.03%
923
200
$101K 0.03%
520
+511
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8
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