RWM

Rialto Wealth Management Portfolio holdings

AUM $418M
1-Year Est. Return 15.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.29%
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
$13.7B
$1.53K ﹤0.01%
54
+12
EQH icon
752
Equitable Holdings
EQH
$11.1B
$1.52K ﹤0.01%
30
+6
BIPC icon
753
Brookfield Infrastructure
BIPC
$5.5B
$1.52K ﹤0.01%
37
AVT icon
754
Avnet
AVT
$5.04B
$1.52K ﹤0.01%
29
+2
DLTR icon
755
Dollar Tree
DLTR
$23B
$1.51K ﹤0.01%
16
+4
R icon
756
Ryder
R
$7.96B
$1.51K ﹤0.01%
8
+1
CMA
757
DELISTED
Comerica
CMA
$1.51K ﹤0.01%
22
+5
CRWV
758
CoreWeave Inc
CRWV
$39.1B
$1.51K ﹤0.01%
11
EL icon
759
Estee Lauder
EL
$33.5B
$1.5K ﹤0.01%
17
EXPE icon
760
Expedia Group
EXPE
$29.6B
$1.5K ﹤0.01%
7
+2
VOYA icon
761
Voya Financial
VOYA
$6.31B
$1.5K ﹤0.01%
20
+3
FHN icon
762
First Horizon
FHN
$11B
$1.49K ﹤0.01%
66
+10
CMC icon
763
Commercial Metals
CMC
$7.3B
$1.49K ﹤0.01%
26
+6
CATY icon
764
Cathay General Bancorp
CATY
$3.21B
$1.49K ﹤0.01%
31
+2
FUBO icon
765
FuboTV Inc
FUBO
$413M
$1.49K ﹤0.01%
358
+226
CPRT icon
766
Copart
CPRT
$36.2B
$1.49K ﹤0.01%
33
+21
STE icon
767
Steris
STE
$22.3B
$1.49K ﹤0.01%
6
+1
AM icon
768
Antero Midstream
AM
$10.8B
$1.48K ﹤0.01%
76
+19
MTG icon
769
MGIC Investment
MTG
$5.71B
$1.48K ﹤0.01%
52
+8
EQT icon
770
EQT Corp
EQT
$38.8B
$1.47K ﹤0.01%
27
-9
ABCB icon
771
Ameris Bancorp
ABCB
$5.2B
$1.47K ﹤0.01%
20
+2
Z icon
772
Zillow
Z
$10.9B
$1.46K ﹤0.01%
19
+6
FULC icon
773
Fulcrum Therapeutics
FULC
$529M
$1.46K ﹤0.01%
159
WTFC icon
774
Wintrust Financial
WTFC
$9.19B
$1.46K ﹤0.01%
11
+1
BLDR icon
775
Builders FirstSource
BLDR
$10.5B
$1.46K ﹤0.01%
12
+2