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
CAG icon
526
Conagra Brands
CAG
$8.91B
$2.03K ﹤0.01%
+76
RS icon
527
Reliance Steel & Aluminium
RS
$14.7B
$2.02K ﹤0.01%
+7
PNR icon
528
Pentair
PNR
$17.9B
$2.01K ﹤0.01%
+23
SJM icon
529
J.M. Smucker
SJM
$11.2B
$2.01K ﹤0.01%
+17
CG icon
530
Carlyle Group
CG
$21B
$2.01K ﹤0.01%
+46
EQH icon
531
Equitable Holdings
EQH
$14.5B
$1.98K ﹤0.01%
+38
IRM icon
532
Iron Mountain
IRM
$30.8B
$1.98K ﹤0.01%
+23
BKR icon
533
Baker Hughes
BKR
$46.1B
$1.98K ﹤0.01%
+45
PCG icon
534
PG&E
PCG
$36.8B
$1.98K ﹤0.01%
+115
NDAQ icon
535
Nasdaq
NDAQ
$51.8B
$1.97K ﹤0.01%
+26
KLG
536
DELISTED
WK Kellogg Co
KLG
$1.95K ﹤0.01%
98
LEN icon
537
Lennar Class A
LEN
$32.7B
$1.95K ﹤0.01%
+17
RJF icon
538
Raymond James Financial
RJF
$33B
$1.95K ﹤0.01%
+14
VRTX icon
539
Vertex Pharmaceuticals
VRTX
$109B
$1.94K ﹤0.01%
+4
DTM icon
540
DT Midstream
DTM
$11B
$1.93K ﹤0.01%
+20
DOC icon
541
Healthpeak Properties
DOC
$12.9B
$1.92K ﹤0.01%
+95
MAR icon
542
Marriott International
MAR
$72.9B
$1.91K ﹤0.01%
+8
JBL icon
543
Jabil
JBL
$21.5B
$1.91K ﹤0.01%
+14
RVTY icon
544
Revvity
RVTY
$11.2B
$1.91K ﹤0.01%
+18
WSM icon
545
Williams-Sonoma
WSM
$23.3B
$1.9K ﹤0.01%
+12
PFGC icon
546
Performance Food Group
PFGC
$15.9B
$1.89K ﹤0.01%
+24
DFS
547
DELISTED
Discover Financial Services
DFS
$1.88K ﹤0.01%
+11
OC icon
548
Owens Corning
OC
$10.9B
$1.86K ﹤0.01%
+13
FCNCA icon
549
First Citizens BancShares
FCNCA
$22.7B
$1.85K ﹤0.01%
+1
EME icon
550
Emcor
EME
$30.9B
$1.85K ﹤0.01%
+5