RWM

Rialto Wealth Management Portfolio holdings

AUM $358M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$319M
AUM Growth
+$15.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,012
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.06%
2 Healthcare 1.78%
3 Industrials 1.23%
4 Financials 1.15%
5 Real Estate 0.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CNR
776
Core Natural Resources Inc
CNR
$4.76B
$540 ﹤0.01%
+7
HRI icon
777
Herc Holdings
HRI
$4.26B
$538 ﹤0.01%
+4
OMF icon
778
OneMain Financial
OMF
$6.62B
$538 ﹤0.01%
+11
STT icon
779
State Street
STT
$32.5B
$538 ﹤0.01%
+6
RKLB icon
780
Rocket Lab Corp
RKLB
$32.5B
$537 ﹤0.01%
30
+26
WFRD icon
781
Weatherford International
WFRD
$4.66B
$536 ﹤0.01%
+10
DBX icon
782
Dropbox
DBX
$7.92B
$535 ﹤0.01%
+20
HEI icon
783
HEICO Corp
HEI
$43.7B
$535 ﹤0.01%
+2
KMPR icon
784
Kemper
KMPR
$3.11B
$535 ﹤0.01%
+8
SNEX icon
785
StoneX
SNEX
$5.29B
$535 ﹤0.01%
+7
IP icon
786
International Paper
IP
$25.3B
$534 ﹤0.01%
+10
LAUR icon
787
Laureate Education
LAUR
$4.32B
$532 ﹤0.01%
+26
CME icon
788
CME Group
CME
$96.5B
$531 ﹤0.01%
+2
AMH icon
789
American Homes 4 Rent
AMH
$12.2B
$530 ﹤0.01%
+14
APP icon
790
Applovin
APP
$193B
$530 ﹤0.01%
+2
AGO icon
791
Assured Guaranty
AGO
$3.85B
$529 ﹤0.01%
+6
LUNR icon
792
Intuitive Machines
LUNR
$1.53B
$529 ﹤0.01%
+71
ACI icon
793
Albertsons Companies
ACI
$10.8B
$528 ﹤0.01%
+24
DOV icon
794
Dover
DOV
$23.2B
$528 ﹤0.01%
+3
AXON icon
795
Axon Enterprise
AXON
$53.6B
$526 ﹤0.01%
+1
CMS icon
796
CMS Energy
CMS
$22.5B
$526 ﹤0.01%
+7
FAF icon
797
First American
FAF
$6.21B
$526 ﹤0.01%
+8
FE icon
798
FirstEnergy
FE
$27.3B
$526 ﹤0.01%
+13
GEO icon
799
The GEO Group
GEO
$2.39B
$526 ﹤0.01%
+18
AGX icon
800
Argan
AGX
$4.04B
$525 ﹤0.01%
+4