RWM

Rialto Wealth Management Portfolio holdings

AUM $358M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$303M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.77%
2 Healthcare 1.91%
3 Industrials 1.25%
4 Financials 1.13%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$37K 0.01%
+824
277
$36.8K 0.01%
+277
278
$36.7K 0.01%
+753
279
$36.7K 0.01%
+166
280
$35.9K 0.01%
+1,286
281
$35.9K 0.01%
+1,087
282
$35.3K 0.01%
+500
283
$35.3K 0.01%
+161
284
$34.3K 0.01%
+149
285
$34.1K 0.01%
+258
286
$34K 0.01%
+600
287
$33.7K 0.01%
+680
288
$33.2K 0.01%
+752
289
$33.2K 0.01%
+694
290
$32.8K 0.01%
+534
291
$32.2K 0.01%
+167
292
$31.8K 0.01%
+1,366
293
$31.7K 0.01%
+392
294
$31.5K 0.01%
+177
295
$31.4K 0.01%
+303
296
$31.3K 0.01%
+154
297
$31K 0.01%
+163
298
$30.8K 0.01%
+65
299
$30.7K 0.01%
+265
300
$30.6K 0.01%
+1,566