RWM

Rialto Wealth Management Portfolio holdings

AUM $388M
1-Year Est. Return 11.09%
This Quarter Est. Return
1 Year Est. Return
+11.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$358M
AUM Growth
+$39.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,778
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.41%
2 Healthcare 1.45%
3 Industrials 1.31%
4 Financials 1.27%
5 Real Estate 0.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
HII icon
576
Huntington Ingalls Industries
HII
$12.2B
$2.42K ﹤0.01%
10
+5
MET icon
577
MetLife
MET
$49.8B
$2.41K ﹤0.01%
30
+18
DRI icon
578
Darden Restaurants
DRI
$20B
$2.4K ﹤0.01%
11
+8
HLT icon
579
Hilton Worldwide
HLT
$61.8B
$2.4K ﹤0.01%
9
+4
APA icon
580
APA Corp
APA
$8.65B
$2.4K ﹤0.01%
131
+107
QRVO icon
581
Qorvo
QRVO
$7.54B
$2.38K ﹤0.01%
+28
AA icon
582
Alcoa
AA
$9.27B
$2.36K ﹤0.01%
80
+49
ZTS icon
583
Zoetis
ZTS
$52.4B
$2.34K ﹤0.01%
15
+11
OGN icon
584
Organon & Co
OGN
$1.99B
$2.33K ﹤0.01%
241
+27
DELL icon
585
Dell
DELL
$82.1B
$2.33K ﹤0.01%
+19
ROK icon
586
Rockwell Automation
ROK
$41.6B
$2.33K ﹤0.01%
7
+4
VRT icon
587
Vertiv
VRT
$63.7B
$2.31K ﹤0.01%
18
+12
NSC icon
588
Norfolk Southern
NSC
$63.1B
$2.3K ﹤0.01%
9
+6
SLG icon
589
SL Green Realty
SLG
$3.17B
$2.29K ﹤0.01%
37
+28
THC icon
590
Tenet Healthcare
THC
$16.9B
$2.29K ﹤0.01%
13
+8
VLO icon
591
Valero Energy
VLO
$54.4B
$2.29K ﹤0.01%
17
+1
MOS icon
592
The Mosaic Company
MOS
$7.78B
$2.26K ﹤0.01%
62
+42
AEIS icon
593
Advanced Energy
AEIS
$7.49B
$2.25K ﹤0.01%
+17
WCC icon
594
WESCO International
WCC
$12.1B
$2.22K ﹤0.01%
12
+9
JCI icon
595
Johnson Controls International
JCI
$76.2B
$2.22K ﹤0.01%
21
-13
D icon
596
Dominion Energy
D
$52.5B
$2.21K ﹤0.01%
39
+8
ZS icon
597
Zscaler
ZS
$46.7B
$2.2K ﹤0.01%
+7
DHI icon
598
D.R. Horton
DHI
$40.6B
$2.19K ﹤0.01%
17
+4
NET icon
599
Cloudflare
NET
$70.8B
$2.15K ﹤0.01%
+11
RBLX icon
600
Roblox
RBLX
$71.1B
$2.1K ﹤0.01%
+20