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 | |
|---|---|---|---|---|---|---|---|
| $7.52K | 0% | 238 | – | – | |||
| $7.51K | 0% | 74 | – | – | |||
| $7.42K | 0% | 268 +83 | +45% | +$2.3K | |||
| $7.37K | 0% | 156 | – | – | |||
| $7.25K | 0% | 1 | – | – | |||
| $7.22K | 0% | 196 | – | – | |||
| $7.21K | 0% | 245 -55 | -18% | -$1.62K | |||
| $7.2K | 0% | 917 | New | +$7.2K | |||
| $7.13K | 0% | 136 +46 | +51% | +$2.41K | |||
| $7.05K | 0% | 111 -21 | -16% | -$1.33K | |||
| $6.97K | 0% | 112 +7 | +7% | +$436 | |||
| $6.77K | 0% | 46 | – | – | |||
| $6.64K | 0% | 47 +9 | +24% | +$1.27K | |||
| $6.63K | 0% | 510 | – | – | |||
| $6.55K | 0% | 50 | – | – | |||
| $6.54K | 0% | 135 +15 | +13% | +$726 | |||
| $6.43K | 0% | 55 | – | – | |||
| $6.01K | 0% | 159 -352 | -69% | -$13.3K | |||
| $5.9K | 0% | 99 | – | – | |||
| $5.87K | 0% | 16 | – | – | |||
| $5.76K | 0% | 2,525 | – | – | |||
| $5.72K | 0% | 39 | – | – | |||
| $5.66K | 0% | 96 | – | – | |||
| $5.54K | 0% | 157 | – | – | |||
| $5.51K | 0% | 32 +3 | +10% | +$517 |
