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
RCL icon
551
Royal Caribbean
RCL
$86B
$1.85K ﹤0.01%
+9
WY icon
552
Weyerhaeuser
WY
$17.1B
$1.84K ﹤0.01%
+63
PH icon
553
Parker-Hannifin
PH
$95.9B
$1.82K ﹤0.01%
+3
BX icon
554
Blackstone
BX
$126B
$1.82K ﹤0.01%
+13
CRON
555
Cronos Group
CRON
$957M
$1.81K ﹤0.01%
1,000
FHN icon
556
First Horizon
FHN
$10.4B
$1.81K ﹤0.01%
+93
NUE icon
557
Nucor
NUE
$32.3B
$1.81K ﹤0.01%
15
+4
CHRD icon
558
Chord Energy
CHRD
$5.1B
$1.8K ﹤0.01%
+16
CAH icon
559
Cardinal Health
CAH
$37.7B
$1.79K ﹤0.01%
+13
OKE icon
560
Oneok
OKE
$43.4B
$1.79K ﹤0.01%
18
-568
CCI icon
561
Crown Castle
CCI
$43B
$1.77K ﹤0.01%
+17
LDOS icon
562
Leidos
LDOS
$24.8B
$1.75K ﹤0.01%
+13
UBER icon
563
Uber
UBER
$194B
$1.75K ﹤0.01%
+24
WTRG icon
564
Essential Utilities
WTRG
$11.7B
$1.74K ﹤0.01%
+44
D icon
565
Dominion Energy
D
$51.9B
$1.74K ﹤0.01%
+31
RPM icon
566
RPM International
RPM
$14.5B
$1.74K ﹤0.01%
+15
APG icon
567
APi Group
APG
$14.5B
$1.72K ﹤0.01%
+72
SNPS icon
568
Synopsys
SNPS
$85.3B
$1.72K ﹤0.01%
+4
CSL icon
569
Carlisle Companies
CSL
$14.3B
$1.7K ﹤0.01%
+5
SBUX icon
570
Starbucks
SBUX
$97.6B
$1.67K ﹤0.01%
+17
DAL icon
571
Delta Air Lines
DAL
$40.7B
$1.66K ﹤0.01%
38
+33
DHI icon
572
D.R. Horton
DHI
$47.3B
$1.65K ﹤0.01%
+13
CTAS icon
573
Cintas
CTAS
$79B
$1.65K ﹤0.01%
+8
C icon
574
Citigroup
C
$176B
$1.63K ﹤0.01%
+23
ETN icon
575
Eaton
ETN
$145B
$1.63K ﹤0.01%
+6