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 | |
|---|---|---|---|---|---|---|---|
| $14.6K | 0% | 439 | – | – | |||
| $14.2K | 0% | 345 | New | +$14.2K | |||
| $14K | 0% | 329 +12 | +4% | +$512 | |||
| $13.6K | 0% | 276 +44 | +19% | +$2.17K | |||
| $13.6K | 0% | 20 +3 | +18% | +$2.04K | |||
| $13.5K | 0% | 31 | New | +$13.5K | |||
| $13.3K | 0% | 46 | – | – | |||
| $13.1K | 0% | 286 | – | – | |||
| $13K | 0% | 62 +14 | +29% | +$2.93K | |||
| $12.6K | 0% | 200 | – | – | |||
| $12.4K | 0% | 1,108 | – | – | |||
| $12.4K | 0% | 125 | – | – | |||
| $12K | 0% | 58 +6 | +12% | +$1.24K | |||
| $11.9K | 0% | 40 | – | – | |||
| $11.9K | 0% | 259 +64 | +33% | +$2.93K | |||
| $11.8K | 0% | 10,752 | – | – | |||
| $11.6K | 0% | 321 | – | – | |||
| $11.5K | 0% | 79 | – | – | |||
| $11.4K | 0% | 45 | – | – | |||
| $11.4K | 0% | 38 +6 | +19% | +$1.8K | |||
| $11.2K | 0% | 553 +53 | +11% | +$1.08K | |||
| $11.2K | 0% | 165 +1 | +0.6% | +$68 | |||
| $11.2K | 0% | 24 +4 | +20% | +$1.86K | |||
| $11.1K | 0% | 157 +7 | +5% | +$496 | |||
| $10.8K | 0% | 112 +12 | +12% | +$1.15K |
