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
$1.07K0%49 New
+$1.07K
$1.07K0%4 New
+$1.07K
$1.06K0%122 ––
$1.06K0%35 New
+$1.06K
$1.06K0%9 New
+$1.06K
$1.05K0%36 New
+$1.05K
$1.05K0%30 New
+$1.05K
$1.05K0%18 New
+$1.05K
$1.04K0%29 New
+$1.04K
$1.04K0%28 New
+$1.04K
$1.04K0%56 New
+$1.04K
$1.03K0%57 New
+$1.03K
$1.03K0%21 ––
$1.02K0%5 New
+$1.02K
$1.02K0%15 New
+$1.02K
$1.01K0%28 New
+$1.01K
$1.01K0%31 New
+$1.01K
$1.01K0%5 New
+$1.01K
$1K0%13 New
+$1K
$1K0%14 New
+$1K
$9990%5 New
+$999
$9960%2 New
+$996
$9940%16 New
+$994
$9880%12 New
+$988
$9640%12 New
+$964
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