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
$1.85K0%9 New
+$1.85K
$1.85K0%63 New
+$1.85K
$1.82K0%3 New
+$1.82K
$1.82K0%13 New
+$1.82K
$1.81K0%1,000 ––
$1.81K0%93 New
+$1.81K
$1.81K0%15
+4
+36%
+$482
$1.8K0%16 New
+$1.8K
$1.79K0%13 New
+$1.79K
$1.79K0%18
-568
-97%
-$56.4K
$1.77K0%17 New
+$1.77K
$1.76K0%13 New
+$1.76K
$1.75K0%24 New
+$1.75K
$1.74K0%44 New
+$1.74K
$1.74K0%31 New
+$1.74K
$1.74K0%15 New
+$1.74K
$1.72K0%48 New
+$1.72K
$1.72K0%4 New
+$1.72K
$1.7K0%5 New
+$1.7K
$1.67K0%17 New
+$1.67K
$1.66K0%38
+33
+660%
+$1.44K
$1.65K0%13 New
+$1.65K
$1.65K0%8 New
+$1.65K
$1.63K0%23 New
+$1.63K
$1.63K0%6 New
+$1.63K
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