RWM
Rialto Wealth Management Portfolio holdings
AUM
$358M
This Quarter Return
+7.91%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$358M
AUM Growth
+$39.4M
(+12%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
4.51%
Top 10 Holdings %
Top 10 Hldgs %
40.66%
Holding
1,778
New
784
Increased
462
Reduced
249
Closed
76
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
CRON
626
Cronos Group
CRON
$969M
| $1.91K | ﹤0.01% |
1,000
| – | – |
|
627
Lear
LEA
$5.76B
| $1.9K | ﹤0.01% |
+20
| New | +$1.9K |
|
628
Regal Rexnord
RRX
$9.39B
| $1.89K | ﹤0.01% |
13
+7
| +117% | +$1.02K |
|
629
Navitas Semiconductor
NVTS
$1.2B
| $1.88K | ﹤0.01% |
+287
| New | +$1.88K |
|
630
Seagate
STX
$41.1B
| $1.88K | ﹤0.01% |
13
+6
| +86% | +$866 |
|
631
e.l.f. Beauty
ELF
$7.63B
| $1.87K | ﹤0.01% |
15
+13
| +650% | +$1.62K |
|
632
Applied Industrial Technologies
AIT
$9.95B
| $1.86K | ﹤0.01% |
8
-2
| -20% | -$465 |
|
633
Zebra Technologies
ZBRA
$15.6B
| $1.85K | ﹤0.01% |
+6
| New | +$1.85K |
|
634
Atmos Energy
ATO
$26.3B
| $1.85K | ﹤0.01% |
12
+3
| +33% | +$463 |
|
635
Ingersoll Rand
IR
$31.9B
| $1.83K | ﹤0.01% |
+22
| New | +$1.83K |
|
636
Fair Isaac
FICO
$36.7B
| $1.83K | ﹤0.01% |
+1
| New | +$1.83K |
|
637
Toll Brothers
TOL
$13.8B
| $1.83K | ﹤0.01% |
16
-6
| -27% | -$685 |
|
638
indie Semiconductor
INDI
$790M
| $1.82K | ﹤0.01% |
+512
| New | +$1.82K |
|
639
FedEx
FDX
$53.3B
| $1.82K | ﹤0.01% |
8
+6
| +300% | +$1.36K |
|
640
Ametek
AME
$43.3B
| $1.81K | ﹤0.01% |
+10
| New | +$1.81K |
|
641
Edison International
EIX
$21.4B
| $1.81K | ﹤0.01% |
35
-1
| -3% | -$52 |
|
642
Edwards Lifesciences
EW
$46B
| $1.8K | ﹤0.01% |
+23
| New | +$1.8K |
|
643
Western Alliance Bancorporation
WAL
$9.8B
| $1.79K | ﹤0.01% |
+23
| New | +$1.79K |
|
|
CRWV
644
CoreWeave, Inc. Class A Common Stock
CRWV
$57.2B
| $1.79K | ﹤0.01% |
+11
| New | +$1.79K |
|
645
Acuity Brands
AYI
$10.1B
| $1.79K | ﹤0.01% |
+6
| New | +$1.79K |
|
646
Skyworks Solutions
SWKS
$10.9B
| $1.79K | ﹤0.01% |
+24
| New | +$1.79K |
|
647
ON Semiconductor
ON
$19.7B
| $1.78K | ﹤0.01% |
+34
| New | +$1.78K |
|
648
Ingredion
INGR
$8.08B
| $1.76K | ﹤0.01% |
13
+8
| +160% | +$1.09K |
|
649
Monster Beverage
MNST
$61.3B
| $1.75K | ﹤0.01% |
+28
| New | +$1.75K |
|
650
United Airlines
UAL
$34.8B
| $1.75K | ﹤0.01% |
22
+12
| +120% | +$956 |
|