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
$6410%4 New
+$641
$6350%2 New
+$635
$6350%1 New
+$635
$6320%100 ––
$6300%3 New
+$630
$6280%22 New
+$628
$6240%3 New
+$624
$6070%91 New
+$607
$6060%1,313 New
+$606
$6050%18 New
+$605
$6040%6 New
+$604
$5980%5
+3
+150%
+$359
$5970%4 New
+$597
$5950%7 New
+$595
$5940%4 New
+$594
$5930%6 ––
$5920%6 New
+$592
$5880%4 New
+$588
$5880%9
-73
-89%
-$4.77K
$5830%4 New
+$583
$5820%8 New
+$582
$5800%10 New
+$580
$5800%6 New
+$580
$5770%56 New
+$577
$5690%4 New
+$569
1 282930313241