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
CRON
626
Cronos Group
CRON
$927M
$1.91K ﹤0.01%
1,000
LEA icon
627
Lear
LEA
$5.28B
$1.9K ﹤0.01%
+20
RRX icon
628
Regal Rexnord
RRX
$8.6B
$1.89K ﹤0.01%
13
+7
NVTS icon
629
Navitas Semiconductor
NVTS
$1.78B
$1.88K ﹤0.01%
+287
STX icon
630
Seagate
STX
$56.9B
$1.88K ﹤0.01%
13
+6
ELF icon
631
e.l.f. Beauty
ELF
$4.34B
$1.87K ﹤0.01%
15
+13
AIT icon
632
Applied Industrial Technologies
AIT
$9.08B
$1.86K ﹤0.01%
8
-2
ZBRA icon
633
Zebra Technologies
ZBRA
$11.8B
$1.85K ﹤0.01%
+6
ATO icon
634
Atmos Energy
ATO
$28.2B
$1.85K ﹤0.01%
12
+3
IR icon
635
Ingersoll Rand
IR
$29.1B
$1.83K ﹤0.01%
+22
FICO icon
636
Fair Isaac
FICO
$41.7B
$1.83K ﹤0.01%
+1
TOL icon
637
Toll Brothers
TOL
$12.2B
$1.83K ﹤0.01%
16
-6
INDI icon
638
indie Semiconductor
INDI
$733M
$1.82K ﹤0.01%
+512
FDX icon
639
FedEx
FDX
$62.5B
$1.82K ﹤0.01%
8
+6
AME icon
640
Ametek
AME
$44B
$1.81K ﹤0.01%
+10
EIX icon
641
Edison International
EIX
$22.2B
$1.81K ﹤0.01%
35
-1
EW icon
642
Edwards Lifesciences
EW
$49.2B
$1.8K ﹤0.01%
+23
WAL icon
643
Western Alliance Bancorporation
WAL
$8.13B
$1.79K ﹤0.01%
+23
CRWV
644
CoreWeave Inc
CRWV
$37.5B
$1.79K ﹤0.01%
+11
AYI icon
645
Acuity Brands
AYI
$10.5B
$1.79K ﹤0.01%
+6
SWKS icon
646
Skyworks Solutions
SWKS
$9.39B
$1.79K ﹤0.01%
+24
ON icon
647
ON Semiconductor
ON
$18.8B
$1.78K ﹤0.01%
+34
INGR icon
648
Ingredion
INGR
$6.8B
$1.76K ﹤0.01%
13
+8
MNST icon
649
Monster Beverage
MNST
$70.2B
$1.75K ﹤0.01%
+28
UAL icon
650
United Airlines
UAL
$29.1B
$1.75K ﹤0.01%
22
+12