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 | |
|---|---|---|---|---|---|---|---|
| $10.7K | 0% | 28 +5 | +22% | +$1.92K | |||
| $10.4K | 0% | 208 | – | – | |||
| $10.2K | 0% | 350 | – | – | |||
| $10.2K | 0% | 64 -1 | -2% | -$159 | |||
| $9.93K | 0% | 108 | – | – | |||
| $9.81K | 0% | 358 | – | – | |||
| $9.57K | 0% | 135 +23 | +21% | +$1.63K | |||
| $9.45K | 0% | 156 | – | – | |||
| $9.09K | 0% | 134 -46 | -26% | -$3.12K | |||
| $9.04K | 0% | 3,600 | – | – | |||
| $8.88K | 0% | 38 +3 | +9% | +$701 | |||
| $8.72K | 0% | 83 +16 | +24% | +$1.68K | |||
| $8.68K | 0% | 94 | – | – | |||
| $8.66K | 0% | 79 +7 | +10% | +$768 | |||
| $8.64K | 0% | 159 | – | – | |||
| $8.58K | 0% | 26 +4 | +18% | +$1.32K | |||
| $8.46K | 0% | 32 +2 | +7% | +$529 | |||
| $8.44K | 0% | 113 +27 | +31% | +$2.02K | |||
| $8.42K | 0% | 17 +5 | +42% | +$2.48K | |||
| $8.29K | 0% | 40 | – | – | |||
| $8.23K | 0% | 51 | New | +$8.23K | |||
| $7.96K | 0% | 52 | – | – | |||
| $7.93K | 0% | 203 | – | – | |||
| $7.8K | 0% | 6,000 | – | – | |||
| $7.67K | 0% | 60 | – | – |
