RWM

Rialto Wealth Management Portfolio holdings

AUM $319M
AUM
$319M
AUM Growth
+$15.8M
Cap. Flow
+$19.3M
Cap. Flow %
6.06%
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

1Technology4.06%
2Healthcare1.78%
3Industrials1.23%
4Financials1.15%
5Real Estate0.62%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$5400%7 New
+$540
$5380%4 New
+$538
$5380%11 New
+$538
$5380%6 New
+$538
$5370%30
+26
+650%
+$465
$5360%10 New
+$536
$5350%20 New
+$535
$5350%2 New
+$535
$5350%8 New
+$535
$5350%7 New
+$535
$5340%10 New
+$534
$5320%26 New
+$532
$5310%2 New
+$531
$5300%14 New
+$530
$5300%2 New
+$530
$5290%6 New
+$529
$5290%71 New
+$529
$5280%24 New
+$528
$5280%3 New
+$528
$5260%1 New
+$526
$5260%7 New
+$526
$5260%8 New
+$526
$5260%13 New
+$526
$5260%18 New
+$526
$5250%4 New
+$525
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