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
KVUE icon
576
Kenvue
KVUE
$29.4B
$1.63K ﹤0.01%
+68
ANET icon
577
Arista Networks
ANET
$180B
$1.63K ﹤0.01%
+21
NEM icon
578
Newmont
NEM
$93.3B
$1.59K ﹤0.01%
+33
CL icon
579
Colgate-Palmolive
CL
$64.9B
$1.59K ﹤0.01%
+17
EGP icon
580
EastGroup Properties
EGP
$9.63B
$1.59K ﹤0.01%
+9
RGA icon
581
Reinsurance Group of America
RGA
$12.5B
$1.58K ﹤0.01%
+8
ADSK icon
582
Autodesk
ADSK
$65.7B
$1.57K ﹤0.01%
+6
BAH icon
583
Booz Allen Hamilton
BAH
$12.5B
$1.57K ﹤0.01%
+15
OGE icon
584
OGE Energy
OGE
$9.41B
$1.56K ﹤0.01%
+34
F icon
585
Ford
F
$49.4B
$1.55K ﹤0.01%
155
-145
REG icon
586
Regency Centers
REG
$13.2B
$1.55K ﹤0.01%
+21
SLB icon
587
SLB Limited
SLB
$52B
$1.55K ﹤0.01%
+37
PHM icon
588
Pultegroup
PHM
$24.3B
$1.54K ﹤0.01%
+15
FTNT icon
589
Fortinet
FTNT
$65B
$1.54K ﹤0.01%
+16
KDP icon
590
Keurig Dr Pepper
KDP
$37.9B
$1.54K ﹤0.01%
+45
ADM icon
591
Archer Daniels Midland
ADM
$30.1B
$1.54K ﹤0.01%
+32
ADP icon
592
Automatic Data Processing
ADP
$116B
$1.53K ﹤0.01%
+5
USFD icon
593
US Foods
USFD
$17.2B
$1.51K ﹤0.01%
+23
UHS icon
594
Universal Health Services
UHS
$13.4B
$1.5K ﹤0.01%
+8
STLD icon
595
Steel Dynamics
STLD
$22.2B
$1.5K ﹤0.01%
+12
WMB icon
596
Williams Companies
WMB
$75.2B
$1.49K ﹤0.01%
+25
JLL icon
597
Jones Lang LaSalle
JLL
$14.7B
$1.49K ﹤0.01%
+6
ARES icon
598
Ares Management
ARES
$33B
$1.47K ﹤0.01%
+10
ETR icon
599
Entergy
ETR
$42.9B
$1.45K ﹤0.01%
+17
PRU icon
600
Prudential Financial
PRU
$36B
$1.45K ﹤0.01%
+13