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
$388M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,801
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.56%
2 Industrials 1.44%
3 Healthcare 1.34%
4 Financials 1.14%
5 Consumer Discretionary 0.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
GEN icon
751
Gen Digital
GEN
$17B
$1.53K ﹤0.01%
54
+12
EQH icon
752
Equitable Holdings
EQH
$13.8B
$1.52K ﹤0.01%
30
+6
BIPC icon
753
Brookfield Infrastructure
BIPC
$5.39B
$1.52K ﹤0.01%
37
AVT icon
754
Avnet
AVT
$4.01B
$1.52K ﹤0.01%
29
+2
DLTR icon
755
Dollar Tree
DLTR
$26.1B
$1.51K ﹤0.01%
16
+4
R icon
756
Ryder
R
$7.7B
$1.51K ﹤0.01%
8
+1
CMA icon
757
Comerica
CMA
$11.3B
$1.51K ﹤0.01%
22
+5
CRWV
758
CoreWeave Inc
CRWV
$36.1B
$1.51K ﹤0.01%
11
EL icon
759
Estee Lauder
EL
$36.4B
$1.5K ﹤0.01%
17
EXPE icon
760
Expedia Group
EXPE
$34.7B
$1.5K ﹤0.01%
7
+2
VOYA icon
761
Voya Financial
VOYA
$7.14B
$1.5K ﹤0.01%
20
+3
FHN icon
762
First Horizon
FHN
$11.7B
$1.49K ﹤0.01%
66
+10
CMC icon
763
Commercial Metals
CMC
$7.91B
$1.49K ﹤0.01%
26
+6
CATY icon
764
Cathay General Bancorp
CATY
$3.43B
$1.49K ﹤0.01%
31
+2
FUBO icon
765
FuboTV Inc
FUBO
$881M
$1.49K ﹤0.01%
358
+226
CPRT icon
766
Copart
CPRT
$37.4B
$1.49K ﹤0.01%
33
+21
STE icon
767
Steris
STE
$24.9B
$1.49K ﹤0.01%
6
+1
AM icon
768
Antero Midstream
AM
$8.57B
$1.48K ﹤0.01%
76
+19
MTG icon
769
MGIC Investment
MTG
$6.52B
$1.48K ﹤0.01%
52
+8
EQT icon
770
EQT Corp
EQT
$34.4B
$1.47K ﹤0.01%
27
-9
ABCB icon
771
Ameris Bancorp
ABCB
$5.37B
$1.47K ﹤0.01%
20
+2
Z icon
772
Zillow
Z
$16.6B
$1.46K ﹤0.01%
19
+6
FULC icon
773
Fulcrum Therapeutics
FULC
$852M
$1.46K ﹤0.01%
159
WTFC icon
774
Wintrust Financial
WTFC
$9.46B
$1.46K ﹤0.01%
11
+1
LLYVK icon
775
Liberty Live Group Series C
LLYVK
$7.82B
$1.46K ﹤0.01%
15