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
376
$11.5K ﹤0.01%
+232
377
$11.1K ﹤0.01%
+46
378
$11K ﹤0.01%
+40
379
$10.9K ﹤0.01%
+79
380
$10.8K ﹤0.01%
+6,000
381
$10.8K ﹤0.01%
+180
382
$10.7K ﹤0.01%
+17
383
$10.7K ﹤0.01%
+321
384
$10.6K ﹤0.01%
+358
385
$10.5K ﹤0.01%
+86
386
$10.5K ﹤0.01%
+1,000
387
$10.4K ﹤0.01%
+208
388
$10.4K ﹤0.01%
+350
389
$10.3K ﹤0.01%
+30
390
$10.2K ﹤0.01%
+23
391
$10.1K ﹤0.01%
+150
392
$10.1K ﹤0.01%
+48
393
$10.1K ﹤0.01%
+80
394
$10K ﹤0.01%
+52
395
$9.99K ﹤0.01%
+132
396
$9.77K ﹤0.01%
+162
397
$9.73K ﹤0.01%
+10,752
398
$9.7K ﹤0.01%
+286
399
$9.68K ﹤0.01%
+300
400
$9.58K ﹤0.01%
+32