RWM

Rialto Wealth Management Portfolio holdings

AUM $418M
1-Year Est. Return 15.29%
This Quarter Est. Return
1 Year Est. Return
+15.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,801
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.56%
2 Industrials 1.44%
3 Healthcare 1.34%
4 Financials 1.14%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HOLX icon
551
Hologic
HOLX
$16.7B
$3.1K ﹤0.01%
46
+40
MCK icon
552
McKesson
MCK
$104B
$3.09K ﹤0.01%
4
-1
KMI icon
553
Kinder Morgan
KMI
$62.2B
$3.09K ﹤0.01%
109
+2
ACGL icon
554
Arch Capital
ACGL
$32.9B
$3.08K ﹤0.01%
34
-104
EHC icon
555
Encompass Health
EHC
$10.1B
$3.05K ﹤0.01%
24
+2
THC icon
556
Tenet Healthcare
THC
$17.3B
$3.05K ﹤0.01%
15
+2
PH icon
557
Parker-Hannifin
PH
$119B
$3.03K ﹤0.01%
4
+1
FCX icon
558
Freeport-McMoran
FCX
$84.3B
$3.02K ﹤0.01%
77
+19
ECL icon
559
Ecolab
ECL
$78.5B
$3.01K ﹤0.01%
11
+2
WAB icon
560
Wabtec
WAB
$39.3B
$3.01K ﹤0.01%
15
+1
AA icon
561
Alcoa
AA
$15.6B
$2.99K ﹤0.01%
91
+11
WCC icon
562
WESCO International
WCC
$13.7B
$2.96K ﹤0.01%
14
+2
KIM icon
563
Kimco Realty
KIM
$14.3B
$2.93K ﹤0.01%
134
+38
SNDK
564
Sandisk
SNDK
$60.6B
$2.92K ﹤0.01%
26
ROST icon
565
Ross Stores
ROST
$62.2B
$2.9K ﹤0.01%
19
+9
AEIS icon
566
Advanced Energy
AEIS
$9.58B
$2.89K ﹤0.01%
17
ORI icon
567
Old Republic International
ORI
$10.6B
$2.89K ﹤0.01%
68
+14
RGA icon
568
Reinsurance Group of America
RGA
$12.8B
$2.88K ﹤0.01%
15
+2
HII icon
569
Huntington Ingalls Industries
HII
$16.7B
$2.88K ﹤0.01%
10
HAL icon
570
Halliburton
HAL
$27.4B
$2.88K ﹤0.01%
117
+51
TMUS icon
571
T-Mobile US
TMUS
$208B
$2.87K ﹤0.01%
12
+10
PLD icon
572
Prologis
PLD
$124B
$2.86K ﹤0.01%
25
+11
POR icon
573
Portland General Electric
POR
$5.59B
$2.86K ﹤0.01%
65
+38
SPG icon
574
Simon Property Group
SPG
$60.4B
$2.82K ﹤0.01%
15
+7
RNR icon
575
RenaissanceRe
RNR
$12.4B
$2.79K ﹤0.01%
11
+1