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 | |
|---|---|---|---|---|---|---|---|
| $24.8K | 0.01% | 91 +62 | +214% | +$16.9K | |||
| $24.7K | 0.01% | 924 | – | – | |||
| $24.7K | 0.01% | 965 | – | – | |||
| $24.5K | 0.01% | 142 -21 | -13% | -$3.62K | |||
| $24.3K | 0.01% | 962 | – | – | |||
| $24K | 0.01% | 669 | – | – | |||
| $24K | 0.01% | 882 +90 | +11% | +$2.44K | |||
| $23.8K | 0.01% | 209 +5 | +2% | +$569 | |||
| $23.1K | 0.01% | 883 | – | – | |||
| $23K | 0.01% | 5 | New | +$23K | |||
| $22.9K | 0.01% | 969 | – | – | |||
| $22.8K | 0.01% | 127 +24 | +23% | +$4.31K | |||
| $22.2K | 0.01% | 124 +21 | +20% | +$3.75K | |||
| $21.7K | 0.01% | 1,868 | – | – | |||
| $21.2K | 0.01% | 426 -254 | -37% | -$12.7K | |||
| $21.2K | 0.01% | 236 +14 | +6% | +$1.26K | |||
| $21.1K | 0.01% | 61 | New | +$21.1K | |||
| $20.9K | 0.01% | 828 -127 | -13% | -$3.21K | |||
| $20.8K | 0.01% | 359 | – | – | |||
| $20.6K | 0.01% | 234 | – | – | |||
| $20.5K | 0.01% | 120 +10 | +9% | +$1.71K | |||
| $20.3K | 0.01% | 569 -65 | -10% | -$2.32K | |||
| $19.9K | 0.01% | 139 +6 | +5% | +$860 | |||
| $19.6K | 0.01% | 2,393 | – | – | |||
| $19.3K | 0.01% | 239 -7 | -3% | -$565 |
