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
SWX icon
751
Southwest Gas
SWX
$5.87B
$1.26K ﹤0.01%
+17
GDDY icon
752
GoDaddy
GDDY
$16.9B
$1.26K ﹤0.01%
7
+4
DGX icon
753
Quest Diagnostics
DGX
$20.8B
$1.26K ﹤0.01%
7
+4
VSH icon
754
Vishay Intertechnology
VSH
$1.72B
$1.25K ﹤0.01%
+79
COHR icon
755
Coherent
COHR
$21.9B
$1.25K ﹤0.01%
14
+7
RGLD icon
756
Royal Gold
RGLD
$15.5B
$1.25K ﹤0.01%
+7
GL icon
757
Globe Life
GL
$10.5B
$1.24K ﹤0.01%
10
-6
LXRX icon
758
Lexicon Pharmaceuticals
LXRX
$531M
$1.24K ﹤0.01%
1,313
SNV icon
759
Synovus
SNV
$6.49B
$1.24K ﹤0.01%
+24
WTFC icon
760
Wintrust Financial
WTFC
$8.59B
$1.24K ﹤0.01%
+10
BNDX icon
761
Vanguard Total International Bond ETF
BNDX
$69.3B
$1.24K ﹤0.01%
25
+4
CCK icon
762
Crown Holdings
CCK
$11B
$1.24K ﹤0.01%
12
-2
GEN icon
763
Gen Digital
GEN
$16.5B
$1.24K ﹤0.01%
42
+15
AVY icon
764
Avery Dennison
AVY
$13.2B
$1.23K ﹤0.01%
+7
MTG icon
765
MGIC Investment
MTG
$6.31B
$1.23K ﹤0.01%
44
+22
SNX icon
766
TD Synnex
SNX
$12.3B
$1.22K ﹤0.01%
9
+5
LLYVK icon
767
Liberty Live Group Series C
LLYVK
$7.46B
$1.22K ﹤0.01%
15
+7
BR icon
768
Broadridge
BR
$26.4B
$1.22K ﹤0.01%
5
+3
WBD icon
769
Warner Bros
WBD
$56.3B
$1.22K ﹤0.01%
+106
GPC icon
770
Genuine Parts
GPC
$17.7B
$1.21K ﹤0.01%
+10
IT icon
771
Gartner
IT
$16.7B
$1.21K ﹤0.01%
+3
CVGI icon
772
Commercial Vehicle Group
CVGI
$55.3M
$1.21K ﹤0.01%
+730
LYV icon
773
Live Nation Entertainment
LYV
$30.7B
$1.21K ﹤0.01%
8
+4
VOYA icon
774
Voya Financial
VOYA
$6.73B
$1.21K ﹤0.01%
17
+9
STE icon
775
Steris
STE
$25.2B
$1.2K ﹤0.01%
+5