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 | |
|---|---|---|---|---|---|---|---|
| $3.21K | 0% | 34 | New | +$3.21K | |||
| $3.19K | 0% | 80 | – | – | |||
| $3.19K | 0% | 214 +32 | +18% | +$477 | |||
| $3.19K | 0% | 4 | New | +$3.19K | |||
| $3.15K | 0% | 577 | New | +$3.15K | |||
| $3.15K | 0% | 23 | New | +$3.15K | |||
| $3.06K | 0% | 33 | New | +$3.06K | |||
| $2.98K | 0% | 38 | New | +$2.98K | |||
| $2.96K | 0% | 1,000 | – | – | |||
| $2.91K | 0% | 38 | New | +$2.91K | |||
| $2.86K | 0% | 82 | New | +$2.86K | |||
| $2.84K | 0% | 26 -3 | -10% | -$328 | |||
| $2.84K | 0% | 3 | New | +$2.84K | |||
| $2.79K | 0% | 6 +3 | +100% | +$1.4K | |||
| $2.75K | 0% | 13 | New | +$2.75K | |||
| $2.73K | 0% | 53 | New | +$2.73K | |||
| $2.72K | 0% | 34 | New | +$2.72K | |||
| $2.69K | 0% | 40 | New | +$2.69K | |||
| $2.67K | 0% | 24 | New | +$2.67K | |||
| $2.65K | 0% | 33 | New | +$2.65K | |||
| $2.63K | 0% | 6 | New | +$2.63K | |||
| $2.62K | 0% | 26 | New | +$2.62K | |||
| $2.54K | 0% | 61 +11 | +22% | +$458 | |||
| $2.54K | 0% | 14 +7 | +100% | +$1.27K | |||
| $2.45K | 0% | 3 | New | +$2.45K |
