RWM

Rialto Wealth Management Portfolio holdings

AUM $388M
1-Year Est. Return 11.09%
This Quarter Est. Return
1 Year Est. Return
+11.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,778
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.41%
2 Healthcare 1.45%
3 Industrials 1.31%
4 Financials 1.27%
5 Real Estate 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CB icon
476
Chubb
CB
$116B
$4.35K ﹤0.01%
+15
EME icon
477
Emcor
EME
$27.4B
$4.28K ﹤0.01%
8
+3
BLK icon
478
Blackrock
BLK
$159B
$4.2K ﹤0.01%
4
+1
CEG icon
479
Constellation Energy
CEG
$106B
$4.2K ﹤0.01%
13
+8
NOW icon
480
ServiceNow
NOW
$173B
$4.11K ﹤0.01%
4
DE icon
481
Deere & Co
DE
$129B
$4.07K ﹤0.01%
8
+1
SCHW icon
482
Charles Schwab
SCHW
$163B
$4.01K ﹤0.01%
44
+6
RSP icon
483
Invesco S&P 500 Equal Weight ETF
RSP
$72.7B
$4K ﹤0.01%
+22
F icon
484
Ford
F
$51.3B
$3.99K ﹤0.01%
368
+213
FERG icon
485
Ferguson
FERG
$47.3B
$3.92K ﹤0.01%
18
+14
FCNCA icon
486
First Citizens BancShares
FCNCA
$22.2B
$3.91K ﹤0.01%
2
+1
RXRX icon
487
Recursion Pharmaceuticals
RXRX
$2.15B
$3.91K ﹤0.01%
772
COR icon
488
Cencora
COR
$70.8B
$3.9K ﹤0.01%
13
+8
CMG icon
489
Chipotle Mexican Grill
CMG
$40.4B
$3.88K ﹤0.01%
69
+43
APP icon
490
Applovin
APP
$182B
$3.85K ﹤0.01%
11
+9
ZBH icon
491
Zimmer Biomet
ZBH
$17.6B
$3.83K ﹤0.01%
42
-1
IGF icon
492
iShares Global Infrastructure ETF
IGF
$8.34B
$3.79K ﹤0.01%
64
WDC icon
493
Western Digital
WDC
$55.5B
$3.78K ﹤0.01%
59
+48
C icon
494
Citigroup
C
$176B
$3.75K ﹤0.01%
44
+21
ADSK icon
495
Autodesk
ADSK
$62.2B
$3.71K ﹤0.01%
12
+6
CRH icon
496
CRH
CRH
$73.2B
$3.67K ﹤0.01%
+40
MCK icon
497
McKesson
MCK
$106B
$3.66K ﹤0.01%
5
+3
MS icon
498
Morgan Stanley
MS
$253B
$3.66K ﹤0.01%
26
-2
MSTR icon
499
Strategy Inc
MSTR
$56.2B
$3.64K ﹤0.01%
9
+4
HBAN icon
500
Huntington Bancshares
HBAN
$23.9B
$3.64K ﹤0.01%
217
+134