RWM
Rialto Wealth Management Portfolio holdings
AUM $319M
AUM
$319M
AUM Growth
+$15.8M (+5%)
Cap. Flow
+$19.3M
Cap. Flow % of AUM
6.06%
Top 10 Holdings %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
| 1 | Technology | 4.06% |
| 2 | Healthcare | 1.78% |
| 3 | Industrials | 1.23% |
| 4 | Financials | 1.15% |
| 5 | Real Estate | 0.62% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $564 | 0% | 10 | New | +$564 | |||
| $563 | 0% | 3 | New | +$563 | |||
| $563 | 0% | 7 | New | +$563 | |||
| $559 | 0% | 5 | New | +$559 | |||
| $556 | 0% | 5 | New | +$556 | |||
| $555 | 0% | 35 | New | +$555 | |||
| $554 | 0% | 4 | New | +$554 | |||
| $553 | 0% | 5 | New | +$553 | |||
| $552 | 0% | 8 | New | +$552 | |||
| $549 | 0% | 4 | New | +$549 | |||
| $548 | 0% | 3 | New | +$548 | |||
| $548 | 0% | 7 | New | +$548 | |||
| $548 | 0% | 3 | New | +$548 | |||
| $546 | 0% | 6 | New | +$546 | |||
| $546 | 0% | 77 | New | +$546 | |||
| $546 | 0% | 8 | New | +$546 | |||
| $546 | 0% | 22 | New | +$546 | |||
| $544 | 0% | 3 | New | +$544 | |||
| $544 | 0% | 18 | New | +$544 | |||
| $543 | 0% | 8 | New | +$543 | |||
| $542 | 0% | 15 | New | +$542 | |||
| $541 | 0% | 6 | New | +$541 | |||
| $541 | 0% | 3 | New | +$541 | |||
| $541 | 0% | 20 | New | +$541 | |||
| $540 | 0% | 19 | New | +$540 |
