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
$319M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

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 Change
in Stake
Capital Flow
FBIN icon
451
Fortune Brands Innovations
FBIN
$6.29B
$5.48K ﹤0.01%
+90
TIPT icon
452
Tiptree Inc
TIPT
$659M
$5.3K ﹤0.01%
+220
CXT icon
453
Crane NXT
CXT
$3.87B
$5.14K ﹤0.01%
100
BBAI icon
454
BigBear.ai
BBAI
$3.09B
$5K ﹤0.01%
1,750
FNDE icon
455
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$7.83B
$4.99K ﹤0.01%
162
KEYS icon
456
Keysight
KEYS
$28.8B
$4.94K ﹤0.01%
33
ZBH icon
457
Zimmer Biomet
ZBH
$20.3B
$4.87K ﹤0.01%
43
+8
SAH icon
458
Sonic Automotive
SAH
$2.65B
$4.84K ﹤0.01%
85
HPE icon
459
Hewlett Packard
HPE
$30.7B
$4.66K ﹤0.01%
302
+80
BHP icon
460
BHP
BHP
$142B
$4.42K ﹤0.01%
91
DG icon
461
Dollar General
DG
$23.2B
$4.4K ﹤0.01%
+50
FITB icon
462
Fifth Third Bancorp
FITB
$27.9B
$4.35K ﹤0.01%
+111
AVGE icon
463
Avantis All Equity Markets ETF
AVGE
$619M
$4.34K ﹤0.01%
61
+23
PBYI icon
464
Puma Biotechnology
PBYI
$260M
$4.29K ﹤0.01%
+1,450
ECOR icon
465
electroCore
ECOR
$39.7M
$4.24K ﹤0.01%
+634
FNDC icon
466
Schwab Fundamental International Small Company Index ETF
FNDC
$2.98B
$4.24K ﹤0.01%
117
RXRX icon
467
Recursion Pharmaceuticals
RXRX
$2.67B
$4.08K ﹤0.01%
772
TMO icon
468
Thermo Fisher Scientific
TMO
$211B
$3.98K ﹤0.01%
+8
HACK icon
469
Amplify Cybersecurity ETF
HACK
$2.39B
$3.81K ﹤0.01%
53
ICF icon
470
iShares Select U.S. REIT ETF
ICF
$1.95B
$3.63K ﹤0.01%
59
IGF icon
471
iShares Global Infrastructure ETF
IGF
$8.28B
$3.5K ﹤0.01%
64
HYMB icon
472
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.75B
$3.4K ﹤0.01%
+135
PCAR icon
473
PACCAR
PCAR
$52.4B
$3.31K ﹤0.01%
+34
DE icon
474
Deere & Co
DE
$124B
$3.29K ﹤0.01%
+7
MS icon
475
Morgan Stanley
MS
$253B
$3.27K ﹤0.01%
+28