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
$319M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
SBLK icon
351
Star Bulk Carriers
SBLK
$2.01B
$18.9K 0.01%
1,213
INOD icon
352
Innodata
INOD
$2.42B
$18.8K 0.01%
525
ET icon
353
Energy Transfer Partners
ET
$57.6B
$18.6K 0.01%
1,000
AZN icon
354
AstraZeneca
AZN
$260B
$18.4K 0.01%
+250
ADI icon
355
Analog Devices
ADI
$121B
$18.2K 0.01%
90
+58
MSCI icon
356
MSCI
MSCI
$41.5B
$18.1K 0.01%
32
EWC icon
357
iShares MSCI Canada ETF
EWC
$3.37B
$18.1K 0.01%
443
VXUS icon
358
Vanguard Total International Stock ETF
VXUS
$108B
$17.9K 0.01%
289
ROP icon
359
Roper Technologies
ROP
$54.4B
$17.9K 0.01%
30
+5
EMN icon
360
Eastman Chemical
EMN
$7.07B
$17.7K 0.01%
201
+16
UPS icon
361
United Parcel Service
UPS
$73.7B
$17.2K 0.01%
156
+76
RSG icon
362
Republic Services
RSG
$68.7B
$17K 0.01%
70
+2
RWR icon
363
SPDR Dow Jones REIT ETF
RWR
$1.9B
$16.6K 0.01%
167
+17
NYF icon
364
iShares New York Muni Bond ETF
NYF
$944M
$16.4K 0.01%
312
MRVL icon
365
Marvell Technology
MRVL
$74B
$15.9K 0.01%
259
+18
SBAC icon
366
SBA Communications
SBAC
$21.2B
$15.8K 0.01%
72
+2
PEG icon
367
Public Service Enterprise Group
PEG
$42.3B
$15.7K ﹤0.01%
191
+14
CI icon
368
Cigna
CI
$81.9B
$15.5K ﹤0.01%
+47
NOC icon
369
Northrop Grumman
NOC
$86.2B
$15.4K ﹤0.01%
30
+1
EMXC icon
370
iShares MSCI Emerging Markets ex China ETF
EMXC
$14B
$15.2K ﹤0.01%
+275
SHYG icon
371
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.34B
$15.1K ﹤0.01%
355
BBIO icon
372
BridgeBio Pharma
BBIO
$10.8B
$14.8K ﹤0.01%
429
SPGI icon
373
S&P Global
SPGI
$146B
$14.7K ﹤0.01%
+29
CMI icon
374
Cummins
CMI
$57B
$14.7K ﹤0.01%
47
+4
AEP icon
375
American Electric Power
AEP
$63B
$14.6K ﹤0.01%
134
+5