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
$9620%6 New
+$962
$9570%22 New
+$957
$9460%31 New
+$946
$9260%12 New
+$926
$9250%3 New
+$925
$9190%23 New
+$919
$9110%17 New
+$911
$8920%137 New
+$892
$8910%6 New
+$891
$8750%7 New
+$875
$8690%4 New
+$869
$8630%573 New
+$863
$8630%701 New
+$863
$8630%22 New
+$863
$8590%4 New
+$859
$8410%11 New
+$841
$8180%16
-44
-73%
-$2.25K
$8000%5 New
+$800
$7990%7 New
+$799
$7990%3 New
+$799
$7940%3 New
+$794
$7920%31 ––
$7900%29 New
+$790
$7850%6 New
+$785
$7840%8 New
+$784
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