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
301
$30.3K 0.01%
+500
302
$30K 0.01%
+131
303
$29.8K 0.01%
+72
304
$28.5K 0.01%
+252
305
$27.8K 0.01%
+400
306
$27.7K 0.01%
+52
307
$26.8K 0.01%
+635
308
$26.6K 0.01%
+241
309
$26.5K 0.01%
+700
310
$26.4K 0.01%
+376
311
$26.3K 0.01%
+993
312
$26.3K 0.01%
+184
313
$26.2K 0.01%
+223
314
$26.1K 0.01%
+103
315
$25.9K 0.01%
+552
316
$25.9K 0.01%
+302
317
$25.5K 0.01%
+110
318
$25.4K 0.01%
+36
319
$25.2K 0.01%
+2,000
320
$25K 0.01%
+1,174
321
$24.8K 0.01%
+204
322
$24.6K 0.01%
+924
323
$24.6K 0.01%
+965
324
$24.5K 0.01%
+2,393
325
$24.2K 0.01%
+962