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
SF icon
476
Stifel
SF
$11.5B
$3.21K ﹤0.01%
+34
CPB icon
477
Campbell Soup
CPB
$9.25B
$3.19K ﹤0.01%
80
OGN icon
478
Organon & Co
OGN
$2.34B
$3.19K ﹤0.01%
214
+32
NOW icon
479
ServiceNow
NOW
$195B
$3.19K ﹤0.01%
+4
MSTU
480
T-Rex 2X Long MSTR Daily Target ETF
MSTU
$845M
$3.15K ﹤0.01%
+577
APO icon
481
Apollo Global Management
APO
$72.1B
$3.15K ﹤0.01%
+23
SSB icon
482
SouthState Bank Corp
SSB
$9.57B
$3.06K ﹤0.01%
+33
SCHW icon
483
Charles Schwab
SCHW
$173B
$2.98K ﹤0.01%
+38
ZEPP
484
Zepp Health
ZEPP
$711M
$2.96K ﹤0.01%
1,000
CTSH icon
485
Cognizant
CTSH
$33.6B
$2.91K ﹤0.01%
+38
DOW icon
486
Dow Inc
DOW
$15.4B
$2.86K ﹤0.01%
+82
PPG icon
487
PPG Industries
PPG
$23.6B
$2.84K ﹤0.01%
26
-3
BLK icon
488
Blackrock
BLK
$175B
$2.84K ﹤0.01%
+3
LIN icon
489
Linde
LIN
$211B
$2.79K ﹤0.01%
6
+3
HON icon
490
Honeywell
HON
$133B
$2.75K ﹤0.01%
+13
WBS icon
491
Webster Financial
WBS
$9.25B
$2.73K ﹤0.01%
+53
JCI icon
492
Johnson Controls International
JCI
$72.8B
$2.72K ﹤0.01%
+34
BXP icon
493
Boston Properties
BXP
$11.4B
$2.69K ﹤0.01%
+40
EXE
494
Expand Energy Corp
EXE
$25.3B
$2.67K ﹤0.01%
+24
SCI icon
495
Service Corp International
SCI
$11.6B
$2.65K ﹤0.01%
+33
MSI icon
496
Motorola Solutions
MSI
$74.7B
$2.63K ﹤0.01%
+6
BSX icon
497
Boston Scientific
BSX
$148B
$2.62K ﹤0.01%
+26
WAB icon
498
Wabtec
WAB
$33.8B
$2.54K ﹤0.01%
14
+7
HOOD icon
499
Robinhood
HOOD
$117B
$2.54K ﹤0.01%
61
+11
EQIX icon
500
Equinix
EQIX
$80.4B
$2.45K ﹤0.01%
+3