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
401
$9.47K ﹤0.01%
+20
402
$9.43K ﹤0.01%
+3,600
403
$9.27K ﹤0.01%
+195
404
$9.23K ﹤0.01%
+100
405
$9.15K ﹤0.01%
+108
406
$9.11K ﹤0.01%
+94
407
$9.11K ﹤0.01%
+500
408
$9.03K ﹤0.01%
+35
409
$8.95K ﹤0.01%
+156
410
$8.92K ﹤0.01%
+72
411
$8.79K ﹤0.01%
+115
412
$8.79K ﹤0.01%
+65
413
$8.66K ﹤0.01%
+65
414
$8.37K ﹤0.01%
+355
415
$8.18K ﹤0.01%
+1
416
$8.03K ﹤0.01%
+112
417
$7.98K ﹤0.01%
+22
418
$7.93K ﹤0.01%
+60
419
$7.88K ﹤0.01%
+2,525
420
$7.79K ﹤0.01%
+1,750
421
$7.75K ﹤0.01%
+203
422
$7.64K ﹤0.01%
+29
423
$7.56K ﹤0.01%
+52
424
$7.49K ﹤0.01%
+300
425
$7.47K ﹤0.01%
+46