RWM

Rialto Wealth Management Portfolio holdings

AUM $319M
AUM
$319M
AUM Growth
+$15.8M
Cap. Flow
+$19.3M
Cap. Flow %
6.06%
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

1Technology4.06%
2Healthcare1.78%
3Industrials1.23%
4Financials1.15%
5Real Estate0.62%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.03K0%76 New
+$2.03K
$2.02K0%7 New
+$2.02K
$2.01K0%23 New
+$2.01K
$2.01K0%17 New
+$2.01K
$2.01K0%46 New
+$2.01K
$1.98K0%38 New
+$1.98K
$1.98K0%23 New
+$1.98K
$1.98K0%45 New
+$1.98K
$1.98K0%115 New
+$1.98K
$1.97K0%26 New
+$1.97K
$1.95K0%98 ––
$1.95K0%17 New
+$1.95K
$1.95K0%14 New
+$1.95K
$1.94K0%4 New
+$1.94K
$1.93K0%20 New
+$1.93K
$1.92K0%95 New
+$1.92K
$1.91K0%8 New
+$1.91K
$1.91K0%14 New
+$1.91K
$1.91K0%18 New
+$1.91K
$1.9K0%12 New
+$1.9K
$1.89K0%24 New
+$1.89K
$1.88K0%11 New
+$1.88K
$1.86K0%13 New
+$1.86K
$1.86K0%1 New
+$1.86K
$1.85K0%5 New
+$1.85K
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