RWM
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Rialto Wealth Management’s Welltower WELL Stock Holding History

Rialto Wealth Management’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2K Buy
13
+10
+333% +$1.54K ﹤0.01% 613
2025
Q1 		$460 Buy
+3
New +$460 ﹤0.01% 929