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 | |
|---|---|---|---|---|---|---|---|
| $30.2K | 0.01% | 177 | – | – | |||
| $30.2K | 0.01% | 72 | – | – | |||
| $29.8K | 0.01% | 1,566 | – | – | |||
| $29.5K | 0.01% | 411 +35 | +9% | +$2.51K | |||
| $29.5K | 0.01% | 477 -57 | -11% | -$3.52K | |||
| $29.3K | 0.01% | 2,000 | – | – | |||
| $28.8K | 0.01% | 457 +33 | +8% | +$2.08K | |||
| $28.6K | 0.01% | 180 +16 | +10% | +$2.55K | |||
| $28.5K | 0.01% | 635 | – | – | |||
| $28.5K | 0.01% | 434 +34 | +9% | +$2.23K | |||
| $28.2K | 0.01% | 302 | – | – | |||
| $28.2K | 0.01% | 140 +9 | +7% | +$1.81K | |||
| $27.3K | 0.01% | 103 | – | – | |||
| $26.9K | 0.01% | 116 +5 | +5% | +$1.16K | |||
| $26.2K | 0.01% | 552 | – | – | |||
| $26.1K | 0.01% | 1,030 +37 | +4% | +$938 | |||
| $25.8K | 0.01% | 700 | – | – | |||
| $25.7K | 0.01% | 53 +1 | +2% | +$484 | |||
| $25.5K | 0.01% | 103 +12 | +13% | +$2.98K | |||
| $25.4K | 0.01% | 197 +13 | +7% | +$1.68K | |||
| $25.4K | 0.01% | 371 +91 | +33% | +$6.22K | |||
| $25.2K | 0.01% | 1,174 | – | – | |||
| $25.1K | 0.01% | 40 +4 | +11% | +$2.51K | |||
| $25.1K | 0.01% | 680 +141 | +26% | +$5.2K | |||
| $24.9K | 0.01% | 332 +217 | +189% | +$16.3K |
