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 | |
|---|---|---|---|---|---|---|---|
| $5.48K | 0% | 90 | New | +$5.48K | |||
| $5.3K | 0% | 220 | New | +$5.3K | |||
| $5.14K | 0% | 100 | – | – | |||
| $5.01K | 0% | 1,750 | – | – | |||
| $4.99K | 0% | 162 | – | – | |||
| $4.94K | 0% | 33 | – | – | |||
| $4.87K | 0% | 43 +8 | +23% | +$905 | |||
| $4.84K | 0% | 85 | – | – | |||
| $4.66K | 0% | 302 +80 | +36% | +$1.23K | |||
| $4.42K | 0% | 91 | – | – | |||
| $4.4K | 0% | 50 | New | +$4.4K | |||
| $4.35K | 0% | 111 | New | +$4.35K | |||
| $4.34K | 0% | 61 +23 | +61% | +$1.64K | |||
| $4.29K | 0% | 1,450 | New | +$4.29K | |||
| $4.24K | 0% | 634 | New | +$4.24K | |||
| $4.24K | 0% | 117 | – | – | |||
| $4.08K | 0% | 772 | – | – | |||
| $3.98K | 0% | 8 | New | +$3.98K | |||
| $3.81K | 0% | 53 | – | – | |||
| $3.63K | 0% | 59 | – | – | |||
| $3.5K | 0% | 64 | – | – | |||
| $3.41K | 0% | 135 | New | +$3.41K | |||
| $3.31K | 0% | 34 | New | +$3.31K | |||
| $3.29K | 0% | 7 | New | +$3.29K | |||
| $3.27K | 0% | 28 | New | +$3.27K |
