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
HBAN icon
626
Huntington Bancshares
HBAN
$23.2B
$1.25K ﹤0.01%
+83
BC icon
627
Brunswick
BC
$4.25B
$1.24K ﹤0.01%
+23
VTR icon
628
Ventas
VTR
$32B
$1.24K ﹤0.01%
+18
ESS icon
629
Essex Property Trust
ESS
$17B
$1.23K ﹤0.01%
+4
UNM icon
630
Unum
UNM
$13B
$1.22K ﹤0.01%
+15
EBAY icon
631
eBay
EBAY
$43.6B
$1.22K ﹤0.01%
+18
AEE icon
632
Ameren
AEE
$28.5B
$1.21K ﹤0.01%
+12
RNR icon
633
RenaissanceRe
RNR
$11.4B
$1.2K ﹤0.01%
+5
EVR icon
634
Evercore
EVR
$12.2B
$1.2K ﹤0.01%
+6
WEC icon
635
WEC Energy
WEC
$37.8B
$1.2K ﹤0.01%
+11
RF icon
636
Regions Financial
RF
$21.5B
$1.2K ﹤0.01%
+55
UCB
637
United Community Banks
UCB
$3.65B
$1.18K ﹤0.01%
+42
WCN icon
638
Waste Connections
WCN
$45.9B
$1.17K ﹤0.01%
+6
LH icon
639
Labcorp
LH
$23.5B
$1.16K ﹤0.01%
+5
TYL icon
640
Tyler Technologies
TYL
$22.2B
$1.16K ﹤0.01%
+2
DVN icon
641
Devon Energy
DVN
$20.6B
$1.16K ﹤0.01%
+31
EXC icon
642
Exelon
EXC
$48.6B
$1.15K ﹤0.01%
+25
ASB icon
643
Associated Banc-Corp
ASB
$4.18B
$1.15K ﹤0.01%
+51
AGNC icon
644
AGNC Investment
AGNC
$10.7B
$1.14K ﹤0.01%
+119
HLT icon
645
Hilton Worldwide
HLT
$64.7B
$1.14K ﹤0.01%
+5
FCX icon
646
Freeport-McMoran
FCX
$58.6B
$1.14K ﹤0.01%
+30
WPC icon
647
W.P. Carey
WPC
$14.8B
$1.14K ﹤0.01%
+18
GLPI icon
648
Gaming and Leisure Properties
GLPI
$12.8B
$1.12K ﹤0.01%
+22
ACM icon
649
Aecom
ACM
$17.2B
$1.11K ﹤0.01%
+12
ABCB icon
650
Ameris Bancorp
ABCB
$5.01B
$1.09K ﹤0.01%
+19