RWM
Rialto Wealth Management Portfolio holdings
AUM
$358M
This Quarter Return
+7.91%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$358M
AUM Growth
+$39.4M
(+12%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
4.51%
Top 10 Holdings %
Top 10 Hldgs %
40.66%
Holding
1,778
New
784
Increased
462
Reduced
249
Closed
76
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
751
Southwest Gas
SWX
$5.64B
| $1.27K | ﹤0.01% |
+17
| New | +$1.27K |
|
752
GoDaddy
GDDY
$20.2B
| $1.26K | ﹤0.01% |
7
+4
| +133% | +$721 |
|
753
Quest Diagnostics
DGX
$20.3B
| $1.26K | ﹤0.01% |
7
+4
| +133% | +$719 |
|
754
Vishay Intertechnology
VSH
$2.09B
| $1.26K | ﹤0.01% |
+79
| New | +$1.26K |
|
755
Coherent
COHR
$16.1B
| $1.25K | ﹤0.01% |
14
+7
| +100% | +$625 |
|
756
Royal Gold
RGLD
$12.2B
| $1.25K | ﹤0.01% |
+7
| New | +$1.25K |
|
757
Globe Life
GL
$11.3B
| $1.24K | ﹤0.01% |
10
-6
| -38% | -$746 |
|
758
Lexicon Pharmaceuticals
LXRX
$407M
| $1.24K | ﹤0.01% |
1,313
| – | – |
|
759
Synovus
SNV
$7.14B
| $1.24K | ﹤0.01% |
+24
| New | +$1.24K |
|
760
Wintrust Financial
WTFC
$9.13B
| $1.24K | ﹤0.01% |
+10
| New | +$1.24K |
|
761
Vanguard Total International Bond ETF
BNDX
$68.5B
| $1.24K | ﹤0.01% |
25
+4
| +19% | +$198 |
|
762
Crown Holdings
CCK
$11.1B
| $1.24K | ﹤0.01% |
12
-2
| -14% | -$206 |
|
763
Gen Digital
GEN
$18.1B
| $1.24K | ﹤0.01% |
42
+15
| +56% | +$441 |
|
764
Avery Dennison
AVY
$13B
| $1.23K | ﹤0.01% |
+7
| New | +$1.23K |
|
765
MGIC Investment
MTG
$6.55B
| $1.23K | ﹤0.01% |
44
+22
| +100% | +$612 |
|
766
TD Synnex
SNX
$12.6B
| $1.22K | ﹤0.01% |
9
+5
| +125% | +$679 |
|
767
Liberty Live Group Series C
LLYVK
$9.31B
| $1.22K | ﹤0.01% |
15
+7
| +88% | +$568 |
|
768
Broadridge
BR
$29.5B
| $1.22K | ﹤0.01% |
5
+3
| +150% | +$730 |
|
769
Warner Bros
WBD
$32B
| $1.22K | ﹤0.01% |
+106
| New | +$1.22K |
|
770
Genuine Parts
GPC
$19.6B
| $1.21K | ﹤0.01% |
+10
| New | +$1.21K |
|
771
Gartner
IT
$17.9B
| $1.21K | ﹤0.01% |
+3
| New | +$1.21K |
|
772
Commercial Vehicle Group
CVGI
$70.6M
| $1.21K | ﹤0.01% |
+730
| New | +$1.21K |
|
773
Live Nation Entertainment
LYV
$39.9B
| $1.21K | ﹤0.01% |
8
+4
| +100% | +$606 |
|
774
Voya Financial
VOYA
$7.32B
| $1.21K | ﹤0.01% |
17
+9
| +113% | +$639 |
|
775
Steris
STE
$24.4B
| $1.2K | ﹤0.01% |
+5
| New | +$1.2K |
|