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 | |
|---|---|---|---|---|---|---|---|
| $18.9K | 0.01% | 1,213 | – | – | |||
| $18.8K | 0.01% | 525 | – | – | |||
| $18.6K | 0.01% | 1,000 | – | – | |||
| $18.4K | 0.01% | 250 | New | +$18.4K | |||
| $18.2K | 0.01% | 90 +58 | +181% | +$11.7K | |||
| $18.1K | 0.01% | 32 | – | – | |||
| $18.1K | 0.01% | 443 | – | – | |||
| $17.9K | 0.01% | 289 | – | – | |||
| $17.9K | 0.01% | 30 +5 | +20% | +$2.98K | |||
| $17.7K | 0.01% | 201 +16 | +9% | +$1.41K | |||
| $17.2K | 0.01% | 156 +76 | +95% | +$8.36K | |||
| $17K | 0.01% | 70 +2 | +3% | +$484 | |||
| $16.6K | 0.01% | 167 +17 | +11% | +$1.69K | |||
| $16.4K | 0.01% | 312 | – | – | |||
| $15.9K | 0.01% | 259 +18 | +7% | +$1.11K | |||
| $15.8K | 0.01% | 72 +2 | +3% | +$440 | |||
| $15.7K | 0% | 191 +14 | +8% | +$1.15K | |||
| $15.5K | 0% | 47 | New | +$15.5K | |||
| $15.4K | 0% | 30 +1 | +3% | +$512 | |||
| $15.2K | 0% | 275 | New | +$15.2K | |||
| $15.1K | 0% | 355 | – | – | |||
| $14.8K | 0% | 429 | – | – | |||
| $14.7K | 0% | 29 | New | +$14.7K | |||
| $14.7K | 0% | 47 +4 | +9% | +$1.25K | |||
| $14.6K | 0% | 134 +5 | +4% | +$546 |
