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
201
$99.5K 0.03%
1,900
-487
202
$99.4K 0.03%
543
+6
203
$98.6K 0.03%
900
204
$98.2K 0.03%
2,314
205
$97.7K 0.03%
2,552
206
$96.5K 0.03%
1,537
+1,512
207
$96.4K 0.03%
236
+4
208
$92.9K 0.03%
950
+72
209
$92.7K 0.03%
1,665
+71
210
$90.9K 0.03%
1,550
+35
211
$90.7K 0.03%
137
212
$90.3K 0.03%
1,589
213
$90.3K 0.03%
757
+4
214
$88.4K 0.02%
1,250
+59
215
$88.1K 0.02%
403
+28
216
$87.8K 0.02%
124
+8
217
$87.7K 0.02%
156
+18
218
$87.5K 0.02%
1,850
+62
219
$86.6K 0.02%
307
+2
220
$80.5K 0.02%
2,611
-344
221
$80.2K 0.02%
603
+3
222
$78.8K 0.02%
619
223
$77.9K 0.02%
3,769
-220
224
$77.8K 0.02%
2,188
225
$76K 0.02%
1,830
+1
7 8
9
10 11