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
$303M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
521
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 4.77%
2 Healthcare 1.91%
3 Industrials 1.25%
4 Financials 1.13%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$731 ﹤0.01%
+31
502
$729 ﹤0.01%
+30
503
$633 ﹤0.01%
+6
504
$475 ﹤0.01%
+166
505
$364 ﹤0.01%
+4
506
$360 ﹤0.01%
+18
507
$358 ﹤0.01%
+7
508
$347 ﹤0.01%
+10
509
$303 ﹤0.01%
+5
510
$271 ﹤0.01%
+2
511
$263 ﹤0.01%
+2
512
$228 ﹤0.01%
+9
513
$218 ﹤0.01%
+2
514
$159 ﹤0.01%
+3
515
$102 ﹤0.01%
+4
516
$91 ﹤0.01%
+14
517
$84 ﹤0.01%
+2
518
$34 ﹤0.01%
+8
519
$33 ﹤0.01%
+3
520
$22 ﹤0.01%
+10
521
$22 ﹤0.01%
+2