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
326
$24.2K 0.01%
+424
327
$24.1K 0.01%
+554
328
$24K 0.01%
+955
329
$23.6K 0.01%
+511
330
$23.6K 0.01%
+133
331
$23.4K 0.01%
+669
332
$23.1K 0.01%
+91
333
$22.9K 0.01%
+969
334
$22.6K 0.01%
+1,868
335
$22.4K 0.01%
+111
336
$22.2K 0.01%
+792
337
$22K 0.01%
+883
338
$21.7K 0.01%
+234
339
$21.7K 0.01%
+359
340
$21.1K 0.01%
+634
341
$20.7K 0.01%
+525
342
$20.4K 0.01%
+169
343
$20.2K 0.01%
+539
344
$20K 0.01%
+110
345
$19.8K 0.01%
+164
346
$19.8K 0.01%
+280
347
$19.6K 0.01%
+1,000
348
$19.4K 0.01%
+103
349
$19.3K 0.01%
+103
350
$19.2K 0.01%
+246