RWM

Rialto Wealth Management Portfolio holdings

AUM $319M
AUM
$319M
AUM Growth
+$15.8M
Cap. Flow
+$19.3M
Cap. Flow %
6.06%
Top 10 Hldgs %
40.15%
Holding
1,012
New
491
Increased
186
Reduced
119
Closed
18

Top Buys

1
$8.5M
2
$4.98M
3
$2.31M
4
$1.28M
5
$1.17M

Top Sells

1
$2.82M
2
$346K
3
$239K
4
$202K
5
$188K

Sector Composition

1Technology4.06%
2Healthcare1.78%
3Industrials1.23%
4Financials1.15%
5Real Estate0.62%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.25K0%83 New
+$1.25K
$1.24K0%23 New
+$1.24K
$1.24K0%18 New
+$1.24K
$1.23K0%4 New
+$1.23K
$1.22K0%15 New
+$1.22K
$1.22K0%18 New
+$1.22K
$1.21K0%12 New
+$1.21K
$1.2K0%5 New
+$1.2K
$1.2K0%6 New
+$1.2K
$1.2K0%11 New
+$1.2K
$1.2K0%55 New
+$1.2K
$1.18K0%42 New
+$1.18K
$1.17K0%6 New
+$1.17K
$1.16K0%5 New
+$1.16K
$1.16K0%2 New
+$1.16K
$1.16K0%31 New
+$1.16K
$1.15K0%25 New
+$1.15K
$1.15K0%51 New
+$1.15K
$1.14K0%119 New
+$1.14K
$1.14K0%5 New
+$1.14K
$1.14K0%30 New
+$1.14K
$1.14K0%18 New
+$1.14K
$1.12K0%22 New
+$1.12K
$1.11K0%12 New
+$1.11K
$1.09K0%19 New
+$1.09K
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