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
$388M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,801
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.56%
2 Industrials 1.44%
3 Healthcare 1.34%
4 Financials 1.14%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
EW icon
651
Edwards Lifesciences
EW
$48.7B
$2.1K ﹤0.01%
27
+4
ZS icon
652
Zscaler
ZS
$38.9B
$2.1K ﹤0.01%
7
ADM icon
653
Archer Daniels Midland
ADM
$28.7B
$2.09K ﹤0.01%
35
+10
VEEV icon
654
Veeva Systems
VEEV
$39.7B
$2.09K ﹤0.01%
7
+1
INDI icon
655
indie Semiconductor
INDI
$881M
$2.08K ﹤0.01%
512
HUM icon
656
Humana
HUM
$30.9B
$2.08K ﹤0.01%
8
+5
NVTS icon
657
Navitas Semiconductor
NVTS
$2B
$2.07K ﹤0.01%
287
WTW icon
658
Willis Towers Watson
WTW
$30.3B
$2.07K ﹤0.01%
6
+3
RJF icon
659
Raymond James Financial
RJF
$31.2B
$2.07K ﹤0.01%
12
+3
SRE icon
660
Sempra
SRE
$59.2B
$2.07K ﹤0.01%
23
+4
IR icon
661
Ingersoll Rand
IR
$31.5B
$2.07K ﹤0.01%
25
+3
ARW icon
662
Arrow Electronics
ARW
$5.72B
$2.06K ﹤0.01%
17
+2
MEDP icon
663
Medpace
MEDP
$16.2B
$2.06K ﹤0.01%
4
+1
ADP icon
664
Automatic Data Processing
ADP
$105B
$2.06K ﹤0.01%
7
-2
BSX icon
665
Boston Scientific
BSX
$146B
$2.05K ﹤0.01%
21
-3
NXPI icon
666
NXP Semiconductors
NXPI
$57.3B
$2.05K ﹤0.01%
9
+4
STRL icon
667
Sterling Infrastructure
STRL
$9.94B
$2.04K ﹤0.01%
6
+1
BG icon
668
Bunge Global
BG
$18.4B
$2.03K ﹤0.01%
25
+1
LH icon
669
Labcorp
LH
$22B
$2.01K ﹤0.01%
7
+2
RPM icon
670
RPM International
RPM
$13.6B
$2K ﹤0.01%
17
+2
SWKS icon
671
Skyworks Solutions
SWKS
$10.3B
$2K ﹤0.01%
26
+2
ROL icon
672
Rollins
ROL
$29.2B
$2K ﹤0.01%
34
+6
SYF icon
673
Synchrony
SYF
$28.5B
$1.99K ﹤0.01%
28
+16
IESC icon
674
IES Holdings
IESC
$8.33B
$1.99K ﹤0.01%
5
+1
JAZZ icon
675
Jazz Pharmaceuticals
JAZZ
$10.2B
$1.98K ﹤0.01%
15
+1