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
201
$90.2K 0.03%
1,087
202
$90K 0.03%
305
+4
203
$89.6K 0.03%
1,469
-17
204
$89.2K 0.03%
2,552
-389
205
$89K 0.03%
2,786
206
$88.2K 0.03%
1,015
+15
207
$85.3K 0.03%
1,191
+15
208
$83.4K 0.03%
988
-118
209
$82.8K 0.03%
530
-350
210
$82.5K 0.03%
3,989
211
$82.1K 0.03%
1,594
212
$81.7K 0.03%
630
-269
213
$78.5K 0.02%
1,829
214
$78.3K 0.02%
251
+51
215
$77.9K 0.02%
537
+13
216
$77.6K 0.02%
1,010
+10
217
$77.1K 0.02%
878
-76
218
$76.8K 0.02%
232
+3
219
$76.1K 0.02%
10,410
220
$75.6K 0.02%
138
+2
221
$75.1K 0.02%
2,792
222
$74.6K 0.02%
1,788
+66
223
$74.3K 0.02%
1,766
+23
224
$74.1K 0.02%
137
-85
225
$74K 0.02%
619
7 8
9
10 11