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
$418M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,821
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.53%
2 Industrials 1.65%
3 Healthcare 1.6%
4 Financials 1.14%
5 Consumer Discretionary 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
MEDP icon
626
Medpace
MEDP
$17.2B
$2.81K ﹤0.01%
5
+1
HCA icon
627
HCA Healthcare
HCA
$107B
$2.8K ﹤0.01%
6
FIX icon
628
Comfort Systems
FIX
$39.5B
$2.8K ﹤0.01%
3
MTD icon
629
Mettler-Toledo International
MTD
$29.8B
$2.79K ﹤0.01%
2
+1
ED icon
630
Consolidated Edison
ED
$37.5B
$2.78K ﹤0.01%
28
+12
REYN icon
631
Reynolds Consumer Products
REYN
$5.03B
$2.77K ﹤0.01%
121
+13
MSOS icon
632
AdvisorShares Pure US Cannabis ETF
MSOS
$937M
$2.77K ﹤0.01%
+587
EIX icon
633
Edison International
EIX
$24B
$2.76K ﹤0.01%
46
+17
CW icon
634
Curtiss-Wright
CW
$24.5B
$2.76K ﹤0.01%
5
KMI icon
635
Kinder Morgan
KMI
$62.2B
$2.75K ﹤0.01%
100
-9
FN icon
636
Fabrinet
FN
$17.7B
$2.73K ﹤0.01%
6
+1
JAZZ icon
637
Jazz Pharmaceuticals
JAZZ
$10.3B
$2.72K ﹤0.01%
16
+1
MPWR icon
638
Monolithic Power Systems
MPWR
$49.5B
$2.72K ﹤0.01%
3
PRU icon
639
Prudential Financial
PRU
$39.1B
$2.71K ﹤0.01%
24
+12
TWLO icon
640
Twilio
TWLO
$18.1B
$2.7K ﹤0.01%
19
+6
BE icon
641
Bloom Energy
BE
$35.4B
$2.69K ﹤0.01%
31
+4
CNC icon
642
Centene
CNC
$22.5B
$2.67K ﹤0.01%
65
+27
VTYX icon
643
Ventyx Biosciences
VTYX
$997M
$2.67K ﹤0.01%
296
BG icon
644
Bunge Global
BG
$20.8B
$2.67K ﹤0.01%
30
+5
AME icon
645
Ametek
AME
$49.6B
$2.67K ﹤0.01%
13
+1
AAL icon
646
American Airlines Group
AAL
$10.1B
$2.67K ﹤0.01%
174
-39
LUV icon
647
Southwest Airlines
LUV
$22.3B
$2.65K ﹤0.01%
64
+11
LEA icon
648
Lear
LEA
$6.28B
$2.64K ﹤0.01%
23
+1
DTM icon
649
DT Midstream
DTM
$12.2B
$2.63K ﹤0.01%
22
+2
CRON
650
Cronos Group
CRON
$969M
$2.63K ﹤0.01%
1,000