RWM
Rialto Wealth Management Portfolio holdings
AUM $319M
AUM
$319M
AUM Growth
+$15.8M (+5%)
Cap. Flow
+$19.3M
Cap. Flow % of AUM
6.06%
Top 10 Holdings %Top 10 Hldgs %
40.15%
Holding
1,012
New
491
Increased
186
Reduced
119
Closed
18
Top Buys
| 1 | $8.5M | |
| 2 | $4.98M | |
| 3 | $2.31M | |
| 4 | $1.28M | |
| 5 | $1.17M |
Top Sells
| 1 | $2.82M | |
| 2 | $346K | |
| 3 | $239K | |
| 4 | $202K | |
| 5 | $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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $72.5K | 0.02% | 2,188 | – | – | |||
| $71.8K | 0.02% | 1,439 +250 | +21% | +$12.5K | |||
| $71.5K | 0.02% | 856 +8 | +0.9% | +$669 | |||
| $70.9K | 0.02% | 76 +6 | +9% | +$5.6K | |||
| $69.4K | 0.02% | 600 | – | – | |||
| $68.8K | 0.02% | 1,920 | – | – | |||
| $67.9K | 0.02% | 602 | – | – | |||
| $67.3K | 0.02% | 1,175 | – | – | |||
| $66.8K | 0.02% | 1,180 | – | – | |||
| $65.4K | 0.02% | 2,340 | – | – | |||
| $64.5K | 0.02% | 2,841 +42 | +2% | +$954 | |||
| $64.2K | 0.02% | 5,111 | – | – | |||
| $63.8K | 0.02% | 209 +9 | +5% | +$2.75K | |||
| $63.4K | 0.02% | 116 +1 | +0.9% | +$546 | |||
| $62.9K | 0.02% | 120 -161 | -57% | -$84.3K | |||
| $62.6K | 0.02% | 1,035 | – | – | |||
| $62.3K | 0.02% | 1,583 | – | – | |||
| $62.1K | 0.02% | 139 +3 | +2% | +$1.34K | |||
| $62K | 0.02% | 750 -164 | -18% | -$13.6K | |||
| $61.9K | 0.02% | 1,573 | – | – | |||
| $59.7K | 0.02% | 3,305 | – | – | |||
| $59.6K | 0.02% | 722 | – | – | |||
| $59.6K | 0.02% | 1,364 | – | – | |||
| $59K | 0.02% | 253 -27 | -10% | -$6.3K | |||
| $58.9K | 0.02% | 955 +32 | +3% | +$1.98K |
