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
SYM icon
501
Symbotic
SYM
$7.78B
$2.43K ﹤0.01%
120
LYB icon
502
LyondellBasell Industries
LYB
$14.5B
$2.39K ﹤0.01%
+34
GIS icon
503
General Mills
GIS
$25.9B
$2.39K ﹤0.01%
+40
WDS icon
504
Woodside Energy
WDS
$27.5B
$2.39K ﹤0.01%
165
IEX icon
505
IDEX
IEX
$12.7B
$2.35K ﹤0.01%
+13
COF icon
506
Capital One
COF
$139B
$2.33K ﹤0.01%
+13
CPT icon
507
Camden Property Trust
CPT
$11.1B
$2.32K ﹤0.01%
+19
TOL icon
508
Toll Brothers
TOL
$13.3B
$2.32K ﹤0.01%
+22
PRI icon
509
Primerica
PRI
$8.64B
$2.28K ﹤0.01%
+8
KMX icon
510
CarMax
KMX
$6.56B
$2.26K ﹤0.01%
+29
AIT icon
511
Applied Industrial Technologies
AIT
$9.77B
$2.25K ﹤0.01%
+10
ARMK icon
512
Aramark
ARMK
$10.5B
$2.24K ﹤0.01%
+65
KIM icon
513
Kimco Realty
KIM
$15B
$2.23K ﹤0.01%
+105
BIIB icon
514
Biogen
BIIB
$21.4B
$2.19K ﹤0.01%
+16
MDXG icon
515
MiMedx Group
MDXG
$997M
$2.17K ﹤0.01%
+286
ALLY icon
516
Ally Financial
ALLY
$12.6B
$2.15K ﹤0.01%
+59
EIX icon
517
Edison International
EIX
$22.5B
$2.12K ﹤0.01%
+36
VLO icon
518
Valero Energy
VLO
$49B
$2.11K ﹤0.01%
+16
GL icon
519
Globe Life
GL
$11B
$2.11K ﹤0.01%
+16
NLY icon
520
Annaly Capital Management
NLY
$13.5B
$2.09K ﹤0.01%
+103
LKQ icon
521
LKQ Corp
LKQ
$7.87B
$2.08K ﹤0.01%
+49
CINF icon
522
Cincinnati Financial
CINF
$24.4B
$2.07K ﹤0.01%
+14
AWK icon
523
American Water Works
AWK
$28.1B
$2.07K ﹤0.01%
+14
BA icon
524
Boeing
BA
$164B
$2.05K ﹤0.01%
12
+2
SW
525
Smurfit Westrock
SW
$22.2B
$2.03K ﹤0.01%
+45