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
VNT icon
701
Vontier
VNT
$5.03B
$1.44K ﹤0.01%
+39
UTHR icon
702
United Therapeutics
UTHR
$20.1B
$1.44K ﹤0.01%
5
+2
AVT icon
703
Avnet
AVT
$3.66B
$1.43K ﹤0.01%
+27
APTV icon
704
Aptiv
APTV
$17.1B
$1.43K ﹤0.01%
+21
ILMN icon
705
Illumina
ILMN
$18.3B
$1.43K ﹤0.01%
+15
AON icon
706
Aon
AON
$75.2B
$1.43K ﹤0.01%
4
+3
OMF icon
707
OneMain Financial
OMF
$6.97B
$1.43K ﹤0.01%
25
+14
VLTO icon
708
Veralto
VLTO
$24.5B
$1.41K ﹤0.01%
+14
ATR icon
709
AptarGroup
ATR
$7.83B
$1.41K ﹤0.01%
9
+3
ANSS
710
DELISTED
Ansys
ANSS
$1.41K ﹤0.01%
+4
CBOE icon
711
Cboe Global Markets
CBOE
$27B
$1.4K ﹤0.01%
+6
PRU icon
712
Prudential Financial
PRU
$36.2B
$1.4K ﹤0.01%
13
AGEN
713
Agenus
AGEN
$148M
$1.39K ﹤0.01%
305
-268
CELH icon
714
Celsius Holdings
CELH
$10.4B
$1.39K ﹤0.01%
30
+25
XPO icon
715
XPO
XPO
$15B
$1.39K ﹤0.01%
+11
CFG icon
716
Citizens Financial Group
CFG
$21.3B
$1.39K ﹤0.01%
+31
AIZ icon
717
Assurant
AIZ
$11.3B
$1.38K ﹤0.01%
7
+4
PSTG icon
718
Pure Storage
PSTG
$27.7B
$1.38K ﹤0.01%
+24
RJF icon
719
Raymond James Financial
RJF
$31.4B
$1.38K ﹤0.01%
9
-5
SBUX icon
720
Starbucks
SBUX
$95.2B
$1.38K ﹤0.01%
15
-2
EL icon
721
Estee Lauder
EL
$31B
$1.37K ﹤0.01%
17
+15
MAR icon
722
Marriott International
MAR
$75.9B
$1.37K ﹤0.01%
5
-3
TXT icon
723
Textron
TXT
$14.1B
$1.36K ﹤0.01%
+17
LUV icon
724
Southwest Airlines
LUV
$16.5B
$1.36K ﹤0.01%
42
+24
EG icon
725
Everest Group
EG
$13.7B
$1.36K ﹤0.01%
4
+3